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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 | $202,460-17.9% | $169,385-1.9% | $139,456+19.2% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.2%-2.2pp | 80.3%-5.3pp |
| Annual return | 4.47% | 532.07%-527.6pp | 405.82%-401.3pp | 373.45%-369.0pp |
| Employer contribution / active EE | $12,794 | $4,691+172.7% | $4,012+218.9% | $4,753+169.2% |
| Participant deferral / active EE | $0 | $6,938-100.0% | $6,221-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $10,719-100.0% | $9,011-100.0% | $11,407-100.0% |