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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 | $117,232 | $81,208+44.4% | $98,920+18.5% | $79,856+46.8% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 0.70% | 60.99%-60.3pp | 196.47%-195.8pp | 31.71%-31.0pp |
| Employer contribution / active EE | $3,571 | $1,960+82.2% | $2,689+32.8% | $2,471+44.5% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,741-100.0% |
| Admin fee / account holder | $85 | $6,013-98.6% | $6,643-98.7% | $5,306-98.4% |