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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 | $166,245 | $202,440-17.9% | $169,390-1.9% | $139,466+19.2% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.2%-2.2pp | 80.3%-5.3pp |
| Annual return | 4.47% | 532.36%-527.9pp | 406.07%-401.6pp | 373.66%-369.2pp |
| Employer contribution / active EE | $12,794 | $4,693+172.6% | $4,013+218.8% | $4,754+169.1% |
| Participant deferral / active EE | $0 | $6,940-100.0% | $6,222-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $10,722-100.0% | $9,015-100.0% | $11,409-100.0% |