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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 | $163,868 | $100,938+62.3% | $90,461+81.1% | $158,982+3.1% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 4.21% | 1727.20%-1723.0pp | 1294.76%-1290.6pp | 302.99%-298.8pp |
| Employer contribution / active EE | $2,618 | $3,691-29.1% | $3,264-19.8% | $4,763-45.0% |
| Participant deferral / active EE | $5,334 | $4,350+22.6% | $3,964+34.6% | $5,983-10.9% |
| Admin fee / account holder | $25 | $6,510-99.6% | $5,617-99.6% | $11,252-99.8% |