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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 | $141,461 | $209,336-32.4% | $197,124-28.2% | $137,256+3.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 4.16% | 48.09%-43.9pp | 44.34%-40.2pp | 220.34%-216.2pp |
| Employer contribution / active EE | $3,278 | $6,591-50.3% | $6,227-47.4% | $4,156-21.1% |
| Participant deferral / active EE | $7,045 | $9,614-26.7% | $9,135-22.9% | $6,407+10.0% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |