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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 | $222,164 | $96,643+129.9% | $86,617+156.5% | $139,456+59.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 5.88% | 106.57%-100.7pp | 591.91%-586.0pp | 373.45%-367.6pp |
| Employer contribution / active EE | $34,267 | $3,264+949.7% | $3,023+1033.4% | $4,753+621.0% |
| Participant deferral / active EE | $19,075 | $4,835+294.5% | $4,437+329.9% | $6,711+184.2% |
| Admin fee / account holder | $191 | $6,406-97.0% | $5,613-96.6% | $11,407-98.3% |