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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 | $170,776 | $85,766+99.1% | $136,298+25.3% | $70,126+143.5% |
| Participation rate | 87.9% | 74.2%+13.7pp | 81.9%+6.0pp | 69.5%+18.3pp |
| Annual return | 5.45% | 31.46%-26.0pp | 5156.27%-5150.8pp | 73.15%-67.7pp |
| Employer contribution / active EE | $3,151 | $2,966+6.2% | $4,696-32.9% | $2,343+34.5% |
| Participant deferral / active EE | $7,038 | $5,051+39.3% | $6,247+12.7% | $3,332+111.3% |
| Admin fee / account holder | $81 | $5,421-98.5% | $9,244-99.1% | $4,645-98.3% |