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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 | $126,806 | $102,422+23.8% | $147,117-13.8% | $80,959+56.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 10.97% | 135.16%-124.2pp | 420.54%-409.6pp | 35.67%-24.7pp |
| Employer contribution / active EE | $4,324 | $3,717+16.3% | $4,932-12.3% | $2,757+56.8% |
| Participant deferral / active EE | $6,351 | $6,652-4.5% | $8,065-21.2% | $4,300+47.7% |
| Admin fee / account holder | $256 | $7,953-96.8% | $12,993-98.0% | $6,925-96.3% |