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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 | $119,283 | $111,814+6.7% | $93,654+27.4% | $145,959-18.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 2.43% | 203.30%-200.9pp | 133.34%-130.9pp | 561.95%-559.5pp |
| Employer contribution / active EE | $7,169 | $3,092+131.9% | $2,421+196.1% | $4,661+53.8% |
| Participant deferral / active EE | $13,072 | $4,914+166.0% | $4,413+196.2% | $6,689+95.4% |
| Admin fee / account holder | $0 | $10,246-100.0% | $8,282-100.0% | $13,398-100.0% |