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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 | $55,231 | $217,432-74.6% | $185,851-70.3% | $167,553-67.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 0.33% | 148.43%-148.1pp | 122.11%-121.8pp | 478.89%-478.6pp |
| Employer contribution / active EE | $12,137 | $5,874+106.6% | $5,168+134.8% | $4,840+150.8% |
| Participant deferral / active EE | $10,118 | $6,357+59.2% | $5,569+81.7% | $6,343+59.5% |
| Admin fee / account holder | $260 | $19,820-98.7% | $16,245-98.4% | $12,316-97.9% |