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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 | $125,583 | $78,707+59.6% | $117,861+6.6% | $70,126+79.1% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 8.05% | 23.30%-15.2pp | 335.11%-327.1pp | 73.15%-65.1pp |
| Employer contribution / active EE | $9,804 | $2,223+340.9% | $3,786+158.9% | $2,343+318.5% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $29 | $5,066-99.4% | $8,021-99.6% | $4,645-99.4% |