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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 | $147,408 | $157,304-6.3% | $141,197+4.4% | $152,909-3.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 10.78% | 64.34%-53.6pp | 71.41%-60.6pp | 345.46%-334.7pp |
| Employer contribution / active EE | $1,588 | $5,263-69.8% | $4,736-66.5% | $4,764-66.7% |
| Participant deferral / active EE | $5,700 | $7,111-19.8% | $6,710-15.1% | $5,851-2.6% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |