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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 | $157,801 | $102,638+53.7% | $81,982+92.5% | $158,982-0.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 5.07% | 61.05%-56.0pp | 41.31%-36.2pp | 302.99%-297.9pp |
| Employer contribution / active EE | $3,714 | $3,241+14.6% | $2,498+48.7% | $4,763-22.0% |
| Participant deferral / active EE | $1,298 | $4,649-72.1% | $3,722-65.1% | $5,983-78.3% |
| Admin fee / account holder | $34 | $8,237-99.6% | $5,665-99.4% | $11,252-99.7% |