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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 | $131,702 | $109,904+19.8% | $97,167+35.5% | $145,959-9.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 4.16% | 243.43%-239.3pp | 75.27%-71.1pp | 561.95%-557.8pp |
| Employer contribution / active EE | $23,325 | $3,084+656.2% | $2,729+754.7% | $4,661+400.4% |
| Participant deferral / active EE | $2,814 | $4,676-39.8% | $4,264-34.0% | $6,689-57.9% |
| Admin fee / account holder | $0 | $6,216-100.0% | $5,650-100.0% | $13,398-100.0% |