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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 | $124,841 | $103,000+21.2% | $90,300+38.3% | $152,885-18.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 4.07% | 95.19%-91.1pp | 78.11%-74.0pp | 345.39%-341.3pp |
| Employer contribution / active EE | $9,293 | $3,138+196.1% | $2,854+225.6% | $4,763+95.1% |
| Participant deferral / active EE | $4,733 | $4,281+10.6% | $3,884+21.9% | $5,851-19.1% |
| Admin fee / account holder | $7 | $6,173-99.9% | $5,353-99.9% | $11,598-99.9% |