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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 | $242,955 | $107,363+126.3% | $92,909+161.5% | $152,897+58.9% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.5%-11.0pp |
| Annual return | 3.50% | 145.63%-142.1pp | 109.44%-105.9pp | 345.43%-341.9pp |
| Employer contribution / active EE | $2,732 | $4,222-35.3% | $3,653-25.2% | $4,764-42.7% |
| Participant deferral / active EE | $8,601 | $4,848+77.4% | $4,238+103.0% | $5,851+47.0% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |