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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,830 | $155,555-6.3% | $146,866-0.7% | $155,188-6.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 3.06% | 115.41%-112.4pp | 102.85%-99.8pp | 148.84%-145.8pp |
| Employer contribution / active EE | $24,000 | $4,647+416.5% | $4,425+442.4% | $4,248+465.0% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $7,759-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |