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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 | $216,728 | $100,911+114.8% | $90,440+139.6% | $158,966+36.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 4.15% | 1726.62%-1722.5pp | 1294.38%-1290.2pp | 302.95%-298.8pp |
| Employer contribution / active EE | $3,886 | $3,690+5.3% | $3,263+19.1% | $4,762-18.4% |
| Participant deferral / active EE | $10,057 | $4,348+131.3% | $3,964+153.7% | $5,983+68.1% |
| Admin fee / account holder | $166 | $6,507-97.4% | $5,615-97.0% | $11,250-98.5% |