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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 | $167,143 | $107,944+54.8% | $91,994+81.7% | $152,885+9.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 3.98% | 89.26%-85.3pp | 69.03%-65.1pp | 345.39%-341.4pp |
| Employer contribution / active EE | $19,784 | $4,210+369.9% | $3,452+473.1% | $4,763+315.4% |
| Participant deferral / active EE | $22,333 | $6,365+250.9% | $5,923+277.0% | $5,851+281.7% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,743-100.0% | $11,598-100.0% |