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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 | $125,139 | $209,425-40.2% | $178,499-29.9% | $158,966-21.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.80% | 188.80%-184.0pp | 151.10%-146.3pp | 302.95%-298.2pp |
| Employer contribution / active EE | $24,401 | $5,707+327.5% | $5,011+386.9% | $4,762+412.4% |
| Participant deferral / active EE | $9,292 | $5,955+56.0% | $5,202+78.6% | $5,983+55.3% |
| Admin fee / account holder | $15 | $17,078-99.9% | $13,986-99.9% | $11,250-99.9% |