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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 | $140,161 | $103,393+35.6% | $87,103+60.9% | $152,909-8.3% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.9%+10.6pp | 82.5%+5.0pp |
| Annual return | 1.24% | 28.10%-26.9pp | 28.19%-27.0pp | 345.46%-344.2pp |
| Employer contribution / active EE | $4,130 | $3,221+28.2% | $2,521+63.8% | $4,764-13.3% |
| Participant deferral / active EE | $3,237 | $4,778-32.3% | $4,049-20.0% | $5,851-44.7% |
| Admin fee / account holder | $0 | $12,195-100.0% | $7,491-100.0% | $11,601-100.0% |