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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 | $159,938 | $132,634+20.6% | $115,768+38.2% | $137,256+16.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 9.29% | 160.70%-151.4pp | 100.46%-91.2pp | 220.34%-211.1pp |
| Employer contribution / active EE | $3,872 | $3,360+15.2% | $2,940+31.7% | $4,156-6.8% |
| Participant deferral / active EE | $2,581 | $5,619-54.1% | $4,917-47.5% | $6,407-59.7% |
| Admin fee / account holder | $267 | $15,028-98.2% | $12,439-97.9% | $12,270-97.8% |