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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 | $110,039+44.1% | $97,260+63.1% | $145,884+8.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 3.06% | 244.44%-241.4pp | 75.54%-72.5pp | 551.85%-548.8pp |
| Employer contribution / active EE | $5,472 | $3,074+78.0% | $2,721+101.1% | $4,662+17.4% |
| Participant deferral / active EE | $10,167 | $4,674+117.5% | $4,262+138.6% | $6,690+52.0% |
| Admin fee / account holder | $242 | $6,204-96.1% | $5,640-95.7% | $13,392-98.2% |