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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 | $149,554 | $90,486+65.3% | $78,676+90.1% | $273,972-45.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 0.23% | 75.62%-75.4pp | 62.19%-62.0pp | 41.46%-41.2pp |
| Employer contribution / active EE | $3,453 | $3,175+8.8% | $2,850+21.2% | $4,869-29.1% |
| Participant deferral / active EE | $9,125 | $3,901+133.9% | $3,517+159.5% | $5,287+72.6% |
| Admin fee / account holder | $243 | $5,263-95.4% | $4,510-94.6% | $10,133-97.6% |