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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 | $160,190 | $185,883-13.8% | $170,043-5.8% | $139,466+14.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 8.17% | 60.54%-52.4pp | 53.40%-45.2pp | 373.66%-365.5pp |
| Employer contribution / active EE | $5,594 | $7,596-26.4% | $6,790-17.6% | $4,754+17.7% |
| Participant deferral / active EE | $3,296 | $11,626-71.6% | $10,410-68.3% | $6,712-50.9% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |