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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 | $186,548 | $183,627+1.6% | $155,602+19.9% | $145,978+27.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.19% | 61.32%-56.1pp | 64.81%-59.6pp | 550.52%-545.3pp |
| Employer contribution / active EE | $8,964 | $5,316+68.6% | $4,675+91.7% | $4,662+92.3% |
| Participant deferral / active EE | $4,000 | $6,466-38.1% | $5,629-28.9% | $6,690-40.2% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |