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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 | $122,263 | $106,923+14.3% | $84,023+45.5% | $152,909-20.0% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 3.71% | 105.02%-101.3pp | 71.32%-67.6pp | 345.46%-341.8pp |
| Employer contribution / active EE | $18,049 | $2,735+559.8% | $1,984+809.8% | $4,764+278.9% |
| Participant deferral / active EE | $21,106 | $4,013+426.0% | $3,239+551.6% | $5,851+260.7% |
| Admin fee / account holder | $168 | $8,289-98.0% | $6,102-97.3% | $11,601-98.6% |