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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 | $177,423 | $110,039+61.2% | $97,260+82.4% | $145,884+21.6% |
| Participation rate | 71.4% | 75.9%-4.5pp | 72.7%-1.2pp | 80.3%-8.9pp |
| Annual return | 4.89% | 244.44%-239.6pp | 75.54%-70.6pp | 551.85%-547.0pp |
| Employer contribution / active EE | $1,462 | $3,074-52.4% | $2,721-46.3% | $4,662-68.6% |
| Participant deferral / active EE | $8,321 | $4,674+78.0% | $4,262+95.2% | $6,690+24.4% |
| Admin fee / account holder | $0 | $6,204-100.0% | $5,640-100.0% | $13,392-100.0% |