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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 | $121,333 | $104,251+16.4% | $91,004+33.3% | $147,586-17.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 0.17% | 27.06%-26.9pp | 4.60%-4.4pp | 578.59%-578.4pp |
| Employer contribution / active EE | $5,714 | $3,116+83.4% | $2,456+132.7% | $4,876+17.2% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $222 | $8,948-97.5% | $5,417-95.9% | $10,886-98.0% |