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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 | $123,573 | $96,678+27.8% | $86,640+42.6% | $139,466-11.4% |
| Participation rate | 93.3% | 74.4%+18.9pp | 71.7%+21.6pp | 80.3%+13.0pp |
| Annual return | 3.04% | 106.69%-103.7pp | 592.52%-589.5pp | 373.66%-370.6pp |
| Employer contribution / active EE | $17,128 | $3,265+424.5% | $3,024+466.3% | $4,754+260.3% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $188 | $6,410-97.1% | $5,616-96.7% | $11,409-98.4% |