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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 | $222,357 | $166,242+33.8% | $165,071+34.7% | $145,884+52.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 3.51% | 100.44%-96.9pp | 70.17%-66.7pp | 551.85%-548.3pp |
| Employer contribution / active EE | $13,285 | $5,283+151.5% | $4,347+205.6% | $4,662+185.0% |
| Participant deferral / active EE | $20,333 | $6,964+192.0% | $6,035+236.9% | $6,690+204.0% |
| Admin fee / account holder | $33 | $16,658-99.8% | $12,695-99.7% | $13,392-99.8% |