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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 | $173,272 | $185,883-6.8% | $170,043+1.9% | $139,466+24.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 5.93% | 60.54%-54.6pp | 53.40%-47.5pp | 373.66%-367.7pp |
| Employer contribution / active EE | $2,040 | $7,596-73.1% | $6,790-70.0% | $4,754-57.1% |
| Participant deferral / active EE | $13,316 | $11,626+14.5% | $10,410+27.9% | $6,712+98.4% |
| Admin fee / account holder | $4 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |