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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 | $234,883 | $165,381+42.0% | $149,730+56.9% | $158,966+47.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.23% | 348.29%-343.1pp | 276.70%-271.5pp | 302.95%-297.7pp |
| Employer contribution / active EE | $902 | $5,104-82.3% | $4,645-80.6% | $4,762-81.1% |
| Participant deferral / active EE | $19,417 | $7,182+170.3% | $6,843+183.8% | $5,983+224.5% |
| Admin fee / account holder | $3 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |