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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 | $214,579 | $152,619+40.6% | $125,195+71.4% | $152,909+40.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 2.33% | 54.85%-52.5pp | 43.79%-41.5pp | 345.46%-343.1pp |
| Employer contribution / active EE | $1,782 | $4,947-64.0% | $3,866-53.9% | $4,764-62.6% |
| Participant deferral / active EE | $10,000 | $5,869+70.4% | $4,937+102.5% | $5,851+70.9% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |