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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 | $166,047 | $117,444+41.4% | $99,479+66.9% | $152,909+8.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 3.46% | 31.87%-28.4pp | 30.72%-27.3pp | 345.46%-342.0pp |
| Employer contribution / active EE | $28,325 | $3,014+839.9% | $2,540+1015.0% | $4,764+494.6% |
| Participant deferral / active EE | $15,750 | $4,086+285.4% | $3,619+335.2% | $5,851+169.2% |
| Admin fee / account holder | $0 | $7,635-100.0% | $6,253-100.0% | $11,601-100.0% |