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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 | $129,283 | $157,304-17.8% | $141,197-8.4% | $152,909-15.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 5.72% | 64.34%-58.6pp | 71.41%-65.7pp | 345.46%-339.7pp |
| Employer contribution / active EE | $16,500 | $5,263+213.5% | $4,736+248.4% | $4,764+246.4% |
| Participant deferral / active EE | $9,421 | $7,111+32.5% | $6,710+40.4% | $5,851+61.0% |
| Admin fee / account holder | $2 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |