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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 | $185,312-13.4% | $161,489-0.6% | $154,746+3.7% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 4.46% | 103.84%-99.4pp | 89.72%-85.3pp | 172.34%-167.9pp |
| Employer contribution / active EE | $6,492 | $4,769+36.1% | $4,268+52.1% | $4,379+48.2% |
| Participant deferral / active EE | $10,767 | $6,350+69.6% | $5,630+91.2% | $6,730+60.0% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |