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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 | $204,031 | $107,809+89.3% | $97,032+110.3% | $155,188+31.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 4.30% | 38.06%-33.8pp | 35.38%-31.1pp | 148.84%-144.5pp |
| Employer contribution / active EE | $4,267 | $2,911+46.6% | $2,629+62.3% | $4,248+0.5% |
| Participant deferral / active EE | $22,202 | $5,129+332.8% | $4,672+375.2% | $6,531+239.9% |
| Admin fee / account holder | $69 | $10,717-99.4% | $9,418-99.3% | $14,480-99.5% |