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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 | $154,510 | $142,354+8.5% | $125,529+23.1% | $155,188-0.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 3.06% | 306.06%-303.0pp | 202.56%-199.5pp | 148.84%-145.8pp |
| Employer contribution / active EE | $999 | $3,501-71.5% | $3,058-67.3% | $4,248-76.5% |
| Participant deferral / active EE | $0 | $5,491-100.0% | $4,813-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $19,392-100.0% | $16,298-100.0% | $14,480-100.0% |