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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 | $239,324 | $90,486+164.5% | $78,676+204.2% | $273,972-12.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 1.57% | 75.62%-74.1pp | 62.19%-60.6pp | 41.46%-39.9pp |
| Employer contribution / active EE | $24,891 | $3,175+684.0% | $2,850+773.4% | $4,869+411.2% |
| Participant deferral / active EE | $16,486 | $3,901+322.6% | $3,517+368.8% | $5,287+211.8% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |