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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 | $162,481 | $127,296+27.6% | $109,907+47.8% | $167,536-3.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 3.51% | 22.97%-19.5pp | 29.46%-25.9pp | 478.82%-475.3pp |
| Employer contribution / active EE | $2,367 | $3,325-28.8% | $2,844-16.8% | $4,839-51.1% |
| Participant deferral / active EE | $13,683 | $4,513+203.2% | $4,047+238.1% | $6,342+115.7% |
| Admin fee / account holder | $0 | $7,119-100.0% | $6,069-100.0% | $12,315-100.0% |