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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 | $123,872 | $107,363+15.4% | $92,909+33.3% | $152,897-19.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 2.99% | 145.63%-142.6pp | 109.44%-106.4pp | 345.43%-342.4pp |
| Employer contribution / active EE | $18,531 | $4,222+338.9% | $3,653+407.2% | $4,764+289.0% |
| Participant deferral / active EE | $6,826 | $4,848+40.8% | $4,238+61.1% | $5,851+16.7% |
| Admin fee / account holder | $210 | $7,082-97.0% | $5,795-96.4% | $11,599-98.2% |