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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 | $122,572 | $116,175+5.5% | $93,609+30.9% | $152,870-19.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 0.33% | 35.96%-35.6pp | 32.76%-32.4pp | 345.34%-345.0pp |
| Employer contribution / active EE | $6,016 | $3,218+86.9% | $2,718+121.3% | $4,763+26.3% |
| Participant deferral / active EE | $8,185 | $4,603+77.8% | $4,069+101.2% | $5,850+39.9% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,889-100.0% | $11,597-100.0% |