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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 | $156,697 | $111,830+40.1% | $93,696+67.2% | $145,884+7.4% |
| Participation rate | 92.9% | 74.2%+18.6pp | 68.7%+24.1pp | 80.3%+12.6pp |
| Annual return | 5.96% | 204.08%-198.1pp | 133.74%-127.8pp | 551.85%-545.9pp |
| Employer contribution / active EE | $7,497 | $3,093+142.4% | $2,422+209.6% | $4,662+60.8% |
| Participant deferral / active EE | $3,704 | $4,920-24.7% | $4,417-16.1% | $6,690-44.6% |
| Admin fee / account holder | $70 | $10,249-99.3% | $8,287-99.2% | $13,392-99.5% |