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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 | $159,345 | $65,685+142.6% | $57,181+178.7% | $273,968-41.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -0.54% | 21.99%-22.5pp | 14.59%-15.1pp | 41.45%-42.0pp |
| Employer contribution / active EE | $7,898 | $3,279+140.9% | $2,682+194.4% | $4,869+62.2% |
| Participant deferral / active EE | $12,600 | $3,781+233.3% | $3,096+307.0% | $5,287+138.3% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |