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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 | $160,615 | $112,131+43.2% | $95,964+67.4% | $158,982+1.0% |
| Participation rate | 88.9% | 79.0%+9.9pp | 77.1%+11.8pp | 82.0%+6.9pp |
| Annual return | 4.55% | 171.19%-166.6pp | 91.64%-87.1pp | 302.99%-298.4pp |
| Employer contribution / active EE | $3,747 | $3,199+17.1% | $2,541+47.4% | $4,763-21.3% |
| Participant deferral / active EE | $5,625 | $4,784+17.6% | $4,167+35.0% | $5,983-6.0% |
| Admin fee / account holder | $237 | $10,136-97.7% | $6,797-96.5% | $11,252-97.9% |