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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 | $144,201 | $181,062-20.4% | $158,223-8.9% | $155,188-7.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 6.55% | 57.39%-50.8pp | 52.09%-45.5pp | 148.84%-142.3pp |
| Employer contribution / active EE | $13,568 | $4,565+197.2% | $4,109+230.2% | $4,248+219.4% |
| Participant deferral / active EE | $15,500 | $6,134+152.7% | $5,467+183.5% | $6,531+137.3% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |