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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 | $213,595 | $103,008+107.4% | $90,304+136.5% | $152,897+39.7% |
| Participation rate | 91.7% | 75.9%+15.8pp | 73.3%+18.4pp | 82.5%+9.2pp |
| Annual return | 5.48% | 95.22%-89.7pp | 78.13%-72.7pp | 345.43%-339.9pp |
| Employer contribution / active EE | $4,803 | $3,139+53.0% | $2,855+68.2% | $4,764+0.8% |
| Participant deferral / active EE | $6,220 | $4,281+45.3% | $3,885+60.1% | $5,851+6.3% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |