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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 | $157,648 | $85,766+83.8% | $136,298+15.7% | $70,126+124.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 3.29% | 31.46%-28.2pp | 5156.27%-5153.0pp | 73.15%-69.9pp |
| Employer contribution / active EE | $7,560 | $2,966+154.9% | $4,696+61.0% | $2,343+222.7% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |