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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 | $206,030 | $65,704+213.6% | $94,229+118.6% | $59,633+245.5% |
| Participation rate | 96.0% | 72.1%+23.9pp | 78.8%+17.2pp | 68.7%+27.3pp |
| Annual return | -3.83% | 5.22%-9.0pp | 10.68%-14.5pp | 2041.45%-2045.3pp |
| Employer contribution / active EE | $13,687 | $2,021+577.4% | $3,587+281.6% | $2,203+521.4% |
| Participant deferral / active EE | $11,144 | $3,143+254.6% | $4,320+157.9% | $3,192+249.2% |
| Admin fee / account holder | $245 | $4,265-94.3% | $6,269-96.1% | $4,297-94.3% |