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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 | $211,762 | $104,251+103.1% | $91,004+132.7% | $147,586+43.5% |
| Participation rate | 85.7% | 78.2%+7.5pp | 75.6%+10.1pp | 82.8%+2.9pp |
| Annual return | 0.89% | 27.06%-26.2pp | 4.60%-3.7pp | 578.59%-577.7pp |
| Employer contribution / active EE | $12,561 | $3,116+303.2% | $2,456+411.5% | $4,876+157.6% |
| Participant deferral / active EE | $5,297 | $4,195+26.3% | $3,548+49.3% | $5,439-2.6% |
| Admin fee / account holder | $105 | $8,948-98.8% | $5,417-98.1% | $10,886-99.0% |