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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 | $178,054 | $107,368+65.8% | $92,915+91.6% | $152,909+16.4% |
| Participation rate | 86.4% | 79.8%+6.6pp | 76.0%+10.4pp | 82.5%+3.9pp |
| Annual return | 2.57% | 145.64%-143.1pp | 109.45%-106.9pp | 345.46%-342.9pp |
| Employer contribution / active EE | $8,172 | $4,222+93.5% | $3,653+123.7% | $4,764+71.5% |
| Participant deferral / active EE | $10,303 | $4,848+112.5% | $4,238+143.1% | $5,851+76.1% |
| Admin fee / account holder | $233 | $7,082-96.7% | $5,796-96.0% | $11,601-98.0% |