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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 | $163,072 | $103,008+58.3% | $90,304+80.6% | $152,897+6.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 3.15% | 95.22%-92.1pp | 78.13%-75.0pp | 345.43%-342.3pp |
| Employer contribution / active EE | $26,099 | $3,139+731.3% | $2,855+814.2% | $4,764+447.9% |
| Participant deferral / active EE | $11,700 | $4,281+173.3% | $3,885+201.2% | $5,851+100.0% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |