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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 | $166,376 | $154,193+7.9% | $130,045+27.9% | $139,466+19.3% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.5%+7.2pp | 80.3%+5.4pp |
| Annual return | 2.43% | 32.51%-30.1pp | -137.30%+139.7pp | 373.66%-371.2pp |
| Employer contribution / active EE | $1,797 | $5,292-66.0% | $4,321-58.4% | $4,754-62.2% |
| Participant deferral / active EE | $3,614 | $6,709-46.1% | $5,820-37.9% | $6,712-46.2% |
| Admin fee / account holder | $67 | $13,989-99.5% | $10,600-99.4% | $11,409-99.4% |