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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 | $160,540 | $172,111-6.7% | $150,298+6.8% | $137,256+17.0% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 4.46% | 69.37%-64.9pp | 62.79%-58.3pp | 220.34%-215.9pp |
| Employer contribution / active EE | $6,492 | $4,636+40.0% | $4,154+56.3% | $4,156+56.2% |
| Participant deferral / active EE | $10,767 | $6,166+74.6% | $5,453+97.5% | $6,407+68.1% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |