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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 | $225,471 | $81,358+177.1% | $155,556+44.9% | $80,959+178.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 1.16% | 33.39%-32.2pp | 64.84%-63.7pp | 35.67%-34.5pp |
| Employer contribution / active EE | $8,345 | $3,106+168.6% | $4,675+78.5% | $2,757+202.7% |
| Participant deferral / active EE | $11,868 | $3,455+243.5% | $5,631+110.8% | $4,300+176.0% |
| Admin fee / account holder | $0 | $7,994-100.0% | $15,885-100.0% | $6,925-100.0% |