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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 | $192,712 | $115,225+67.2% | $100,712+91.3% | $138,895+38.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 3.50% | 40.35%-36.9pp | 33.27%-29.8pp | 145.39%-141.9pp |
| Employer contribution / active EE | $2,984 | $2,771+7.7% | $2,313+29.0% | $4,194-28.8% |
| Participant deferral / active EE | $0 | $4,699-100.0% | $4,085-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |