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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 | $211,348 | $115,917+82.3% | $100,535+110.2% | $158,982+32.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 2.61% | 34.80%-32.2pp | 30.90%-28.3pp | 302.99%-300.4pp |
| Employer contribution / active EE | $16,261 | $4,105+296.1% | $3,419+375.6% | $4,763+241.4% |
| Participant deferral / active EE | $12,603 | $6,677+88.8% | $6,271+101.0% | $5,983+110.6% |
| Admin fee / account holder | $0 | $11,002-100.0% | $8,085-100.0% | $11,252-100.0% |