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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 | $106,894+14.4% | $84,016+45.5% | $152,870-20.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 3.71% | 104.99%-101.3pp | 71.31%-67.6pp | 345.34%-341.6pp |
| Employer contribution / active EE | $18,049 | $2,734+560.2% | $1,983+810.0% | $4,763+279.0% |
| Participant deferral / active EE | $21,106 | $4,011+426.2% | $3,239+551.7% | $5,850+260.7% |
| Admin fee / account holder | $168 | $8,286-98.0% | $6,101-97.3% | $11,597-98.6% |