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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 | $113,684 | $105,160+8.1% | $94,679+20.1% | $139,456-18.5% |
| Participation rate | 92.9% | 82.4%+10.5pp | 80.8%+12.0pp | 80.3%+12.5pp |
| Annual return | 3.52% | 38.04%-34.5pp | 156.75%-153.2pp | 373.45%-369.9pp |
| Employer contribution / active EE | $7,888 | $4,107+92.1% | $3,673+114.8% | $4,753+66.0% |
| Participant deferral / active EE | $0 | $7,599-100.0% | $7,417-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $8,988-100.0% | $7,233-100.0% | $11,407-100.0% |