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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 | $180,217 | $107,368+67.8% | $92,915+94.0% | $152,909+17.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 2.35% | 145.64%-143.3pp | 109.45%-107.1pp | 345.46%-343.1pp |
| Employer contribution / active EE | $15,917 | $4,222+277.0% | $3,653+335.7% | $4,764+234.1% |
| Participant deferral / active EE | $3,266 | $4,848-32.6% | $4,238-22.9% | $5,851-44.2% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |