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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 | $183,318 | $118,488+54.7% | $98,462+86.2% | $139,487+31.4% |
| Participation rate | 83.3% | 77.5%+5.9pp | 75.2%+8.2pp | 80.3%+3.0pp |
| Annual return | 3.61% | 18.96%-15.4pp | 21.17%-17.6pp | 373.84%-370.2pp |
| Employer contribution / active EE | $8,333 | $3,611+130.8% | $3,049+173.3% | $4,755+75.3% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,738-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $13,868-100.0% | $8,875-100.0% | $11,407-100.0% |