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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 | $125,258 | $96,524+29.8% | $75,900+65.0% | $152,909-18.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 2.20% | 33.93%-31.7pp | 30.73%-28.5pp | 345.46%-343.3pp |
| Employer contribution / active EE | $3,268 | $3,311-1.3% | $2,501+30.7% | $4,764-31.4% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,604-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $8,082-100.0% | $5,421-100.0% | $11,601-100.0% |