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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 | $114,754 | $178,174-35.6% | $156,181-26.5% | $137,256-16.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 3.48% | 84.19%-80.7pp | 64.87%-61.4pp | 220.34%-216.9pp |
| Employer contribution / active EE | $6,860 | $4,972+38.0% | $4,294+59.8% | $4,156+65.1% |
| Participant deferral / active EE | $18,400 | $6,888+167.1% | $6,132+200.1% | $6,407+187.2% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |