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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 | $126,020 | $100,203+25.8% | $85,240+47.8% | $145,897-13.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 4.68% | 84.28%-79.6pp | 66.75%-62.1pp | 552.29%-547.6pp |
| Employer contribution / active EE | $2,236 | $3,242-31.0% | $2,735-18.3% | $4,663-52.0% |
| Participant deferral / active EE | $19,032 | $5,299+259.2% | $4,527+320.4% | $6,689+184.5% |
| Admin fee / account holder | $20 | $7,265-99.7% | $6,165-99.7% | $13,390-99.9% |