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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 | $79,122 | $115,814-31.7% | $101,275-21.9% | $158,982-50.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 4.56% | 56.16%-51.6pp | 46.48%-41.9pp | 302.99%-298.4pp |
| Employer contribution / active EE | $16,159 | $4,176+287.0% | $3,660+341.5% | $4,763+239.3% |
| Participant deferral / active EE | $11,581 | $4,958+133.6% | $4,371+165.0% | $5,983+93.6% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |