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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 | $231,830 | $211,224+9.8% | $178,505+29.9% | $145,897+58.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 0.38% | 30.28%-29.9pp | 27.16%-26.8pp | 552.29%-551.9pp |
| Employer contribution / active EE | $1,574 | $4,577-65.6% | $3,955-60.2% | $4,663-66.2% |
| Participant deferral / active EE | $3,780 | $6,966-45.7% | $6,280-39.8% | $6,689-43.5% |
| Admin fee / account holder | $0 | $12,109-100.0% | $10,428-100.0% | $13,390-100.0% |