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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 | $232,783 | $110,039+111.5% | $97,260+139.3% | $145,884+59.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 5.93% | 244.44%-238.5pp | 75.54%-69.6pp | 551.85%-545.9pp |
| Employer contribution / active EE | $2,840 | $3,074-7.6% | $2,721+4.4% | $4,662-39.1% |
| Participant deferral / active EE | $17,190 | $4,674+267.8% | $4,262+303.4% | $6,690+157.0% |
| Admin fee / account holder | $20 | $6,204-99.7% | $5,640-99.6% | $13,392-99.9% |