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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 | $231,718 | $157,304+47.3% | $141,197+64.1% | $152,909+51.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 2.53% | 64.34%-61.8pp | 71.41%-68.9pp | 345.46%-342.9pp |
| Employer contribution / active EE | $3,502 | $5,263-33.5% | $4,736-26.1% | $4,764-26.5% |
| Participant deferral / active EE | $13,333 | $7,111+87.5% | $6,710+98.7% | $5,851+127.9% |
| Admin fee / account holder | $23 | $12,126-99.8% | $10,265-99.8% | $11,601-99.8% |