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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 | $210,654 | $112,131+87.9% | $95,964+119.5% | $158,982+32.5% |
| Participation rate | 94.7% | 79.0%+15.7pp | 77.1%+17.7pp | 82.0%+12.8pp |
| Annual return | 4.17% | 171.19%-167.0pp | 91.64%-87.5pp | 302.99%-298.8pp |
| Employer contribution / active EE | $3,015 | $3,199-5.8% | $2,541+18.6% | $4,763-36.7% |
| Participant deferral / active EE | $5,909 | $4,784+23.5% | $4,167+41.8% | $5,983-1.2% |
| Admin fee / account holder | $0 | $10,136-100.0% | $6,797-100.0% | $11,252-100.0% |