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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 | $123,071 | $47,944+156.7% | $67,834+81.4% | $62,881+95.7% |
| Participation rate | 91.2% | 61.1%+30.1pp | 68.8%+22.4pp | 69.3%+21.9pp |
| Annual return | -0.13% | 11.77%-11.9pp | 138.47%-138.6pp | 20.14%-20.3pp |
| Employer contribution / active EE | $3,843 | $1,562+146.0% | $2,403+59.9% | $2,281+68.5% |
| Participant deferral / active EE | $4,382 | $2,247+95.0% | $3,160+38.7% | $3,203+36.8% |
| Admin fee / account holder | $279 | $3,712-92.5% | $4,622-94.0% | $4,296-93.5% |