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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 | $149,396 | $114,013+31.0% | $103,693+44.1% | $155,188-3.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 5.81% | 49.31%-43.5pp | 47.61%-41.8pp | 148.84%-143.0pp |
| Employer contribution / active EE | $5,344 | $3,131+70.7% | $2,920+83.0% | $4,248+25.8% |
| Participant deferral / active EE | $11,840 | $4,970+138.2% | $4,579+158.6% | $6,531+81.3% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |