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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 | $123,709 | $175,257-29.4% | $149,717-17.4% | $139,456-11.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 4.85% | 166.70%-161.8pp | 134.41%-129.6pp | 373.45%-368.6pp |
| Employer contribution / active EE | $14,642 | $5,477+167.4% | $4,820+203.8% | $4,753+208.1% |
| Participant deferral / active EE | $18,517 | $6,521+184.0% | $5,682+225.9% | $6,711+175.9% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |