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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 | $125,221 | $107,363+16.6% | $92,909+34.8% | $152,897-18.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 2.59% | 145.63%-143.0pp | 109.44%-106.9pp | 345.43%-342.8pp |
| Employer contribution / active EE | $8,971 | $4,222+112.5% | $3,653+145.6% | $4,764+88.3% |
| Participant deferral / active EE | $10,814 | $4,848+123.1% | $4,238+155.2% | $5,851+84.8% |
| Admin fee / account holder | $17 | $7,082-99.8% | $5,795-99.7% | $11,599-99.9% |