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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 | $233,870 | $157,296+48.7% | $141,191+65.6% | $152,897+53.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 3.26% | 64.34%-61.1pp | 71.41%-68.1pp | 345.43%-342.2pp |
| Employer contribution / active EE | $2,634 | $5,262-49.9% | $4,736-44.4% | $4,764-44.7% |
| Participant deferral / active EE | $9,500 | $7,111+33.6% | $6,710+41.6% | $5,851+62.4% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |