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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 | $189,941 | $114,013+66.6% | $103,693+83.2% | $155,188+22.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 2.29% | 49.31%-47.0pp | 47.61%-45.3pp | 148.84%-146.5pp |
| Employer contribution / active EE | $4,020 | $3,131+28.4% | $2,920+37.7% | $4,248-5.4% |
| Participant deferral / active EE | $4,030 | $4,970-18.9% | $4,579-12.0% | $6,531-38.3% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |