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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 | $214,714 | $110,337+94.6% | $102,383+109.7% | $145,877+47.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 1.55% | 24.83%-23.3pp | 24.94%-23.4pp | 551.28%-549.7pp |
| Employer contribution / active EE | $2,207 | $4,216-47.6% | $3,870-43.0% | $4,663-52.7% |
| Participant deferral / active EE | $5,813 | $5,621+3.4% | $5,060+14.9% | $6,691-13.1% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |