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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 | $158,607 | $109,967+44.2% | $97,197+63.2% | $145,877+8.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 3.06% | 244.27%-241.2pp | 75.47%-72.4pp | 551.28%-548.2pp |
| Employer contribution / active EE | $5,472 | $3,077+77.9% | $2,723+101.0% | $4,663+17.4% |
| Participant deferral / active EE | $10,167 | $4,676+117.4% | $4,263+138.5% | $6,691+52.0% |
| Admin fee / account holder | $242 | $6,199-96.1% | $5,637-95.7% | $13,402-98.2% |