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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 | $186,050 | $185,883+0.1% | $170,043+9.4% | $139,466+33.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 1.79% | 60.54%-58.8pp | 53.40%-51.6pp | 373.66%-371.9pp |
| Employer contribution / active EE | $11,800 | $7,596+55.3% | $6,790+73.8% | $4,754+148.2% |
| Participant deferral / active EE | $10,269 | $11,626-11.7% | $10,410-1.4% | $6,712+53.0% |
| Admin fee / account holder | $74 | $15,393-99.5% | $12,824-99.4% | $11,409-99.4% |