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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 | $101,167 | $106,008-4.6% | $92,240+9.7% | $147,586-31.5% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 3.99% | 50.05%-46.1pp | 176.29%-172.3pp | 578.59%-574.6pp |
| Employer contribution / active EE | $4,242 | $4,333-2.1% | $3,680+15.3% | $4,876-13.0% |
| Participant deferral / active EE | $18,642 | $4,478+316.3% | $3,897+378.4% | $5,439+242.8% |
| Admin fee / account holder | $64 | $6,333-99.0% | $5,194-98.8% | $10,886-99.4% |