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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 | $124,946 | $150,346-16.9% | $120,524+3.7% | $145,877-14.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 5.78% | 154.40%-148.6pp | 107.36%-101.6pp | 551.28%-545.5pp |
| Employer contribution / active EE | $2,768 | $4,353-36.4% | $3,469-20.2% | $4,663-40.6% |
| Participant deferral / active EE | $3,137 | $6,172-49.2% | $4,994-37.2% | $6,691-53.1% |
| Admin fee / account holder | $89 | $12,215-99.3% | $9,440-99.1% | $13,402-99.3% |