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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 | $159,499 | $112,131+42.2% | $95,964+66.2% | $158,982+0.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 3.55% | 171.19%-167.6pp | 91.64%-88.1pp | 302.99%-299.4pp |
| Employer contribution / active EE | $5,445 | $3,199+70.2% | $2,541+114.3% | $4,763+14.3% |
| Participant deferral / active EE | $26,000 | $4,784+443.5% | $4,167+524.0% | $5,983+334.5% |
| Admin fee / account holder | $0 | $10,136-100.0% | $6,797-100.0% | $11,252-100.0% |