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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 | $149,618 | $103,038+45.2% | $90,324+65.6% | $152,909-2.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 5.81% | 95.25%-89.4pp | 78.15%-72.3pp | 345.46%-339.7pp |
| Employer contribution / active EE | $3,667 | $3,141+16.8% | $2,856+28.4% | $4,764-23.0% |
| Participant deferral / active EE | $7,015 | $4,282+63.8% | $3,885+80.5% | $5,851+19.9% |
| Admin fee / account holder | $25 | $6,177-99.6% | $5,356-99.5% | $11,601-99.8% |