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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 | $221,557 | $111,814+98.1% | $93,654+136.6% | $145,959+51.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 7.48% | 203.30%-195.8pp | 133.34%-125.9pp | 561.95%-554.5pp |
| Employer contribution / active EE | $3,043 | $3,092-1.6% | $2,421+25.7% | $4,661-34.7% |
| Participant deferral / active EE | $3,821 | $4,914-22.2% | $4,413-13.4% | $6,689-42.9% |
| Admin fee / account holder | $0 | $10,246-100.0% | $8,282-100.0% | $13,398-100.0% |