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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 | $81,233+177.6% | $155,567+44.9% | $80,874+178.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 1.16% | 33.33%-32.2pp | 64.74%-63.6pp | 35.62%-34.5pp |
| Employer contribution / active EE | $8,345 | $3,101+169.1% | $4,674+78.5% | $2,756+202.8% |
| Participant deferral / active EE | $11,868 | $3,452+243.8% | $5,628+110.9% | $4,297+176.2% |
| Admin fee / account holder | $0 | $7,998-100.0% | $15,916-100.0% | $6,935-100.0% |