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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 | $184,348 | $103,038+78.9% | $90,324+104.1% | $152,909+20.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 3.59% | 95.25%-91.7pp | 78.15%-74.6pp | 345.46%-341.9pp |
| Employer contribution / active EE | $17,703 | $3,141+463.7% | $2,856+519.9% | $4,764+271.6% |
| Participant deferral / active EE | $12,738 | $4,282+197.5% | $3,885+227.8% | $5,851+117.7% |
| Admin fee / account holder | $121 | $6,177-98.0% | $5,356-97.7% | $11,601-99.0% |