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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 | $239,733 | $127,387+88.2% | $115,038+108.4% | $125,389+91.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -4.47% | 31.28%-35.7pp | 26.14%-30.6pp | 282.24%-286.7pp |
| Employer contribution / active EE | $16,131 | $5,166+212.3% | $4,608+250.1% | $4,866+231.5% |
| Participant deferral / active EE | $4,974 | $6,423-22.6% | $6,026-17.5% | $5,352-7.1% |
| Admin fee / account holder | $278 | $9,516-97.1% | $8,175-96.6% | $9,541-97.1% |