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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 | $150,279 | $112,933+33.1% | $90,970+65.2% | $158,982-5.5% |
| Participation rate | 85.7% | 74.7%+11.0pp | 69.0%+16.7pp | 82.0%+3.7pp |
| Annual return | 3.25% | 215.82%-212.6pp | 134.60%-131.3pp | 302.99%-299.7pp |
| Employer contribution / active EE | $12,215 | $2,893+322.2% | $2,122+475.7% | $4,763+156.5% |
| Participant deferral / active EE | $8,398 | $4,128+103.4% | $3,373+149.0% | $5,983+40.3% |
| Admin fee / account holder | $0 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |