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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 | $148,099 | $111,830+32.4% | $93,696+58.1% | $145,884+1.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 4.87% | 204.08%-199.2pp | 133.74%-128.9pp | 551.85%-547.0pp |
| Employer contribution / active EE | $10,714 | $3,093+246.4% | $2,422+342.4% | $4,662+129.8% |
| Participant deferral / active EE | $3,199 | $4,920-35.0% | $4,417-27.6% | $6,690-52.2% |
| Admin fee / account holder | $116 | $10,249-98.9% | $8,287-98.6% | $13,392-99.1% |