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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 | $220,377 | $117,904+86.9% | $102,457+115.1% | $145,978+51.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 4.79% | 31.80%-27.0pp | 29.41%-24.6pp | 550.52%-545.7pp |
| Employer contribution / active EE | $1,660 | $3,613-54.1% | $3,022-45.1% | $4,662-64.4% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,054-100.0% | $6,690-100.0% |
| Admin fee / account holder | $142 | $13,329-98.9% | $9,451-98.5% | $13,400-98.9% |