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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 | $149,396 | $70,366+112.3% | $66,674+124.1% | $138,895+7.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 5.81% | 386.41%-380.6pp | 321.24%-315.4pp | 145.39%-139.6pp |
| Employer contribution / active EE | $5,344 | $2,765+93.3% | $2,620+104.0% | $4,194+27.4% |
| Participant deferral / active EE | $11,840 | $4,374+170.7% | $4,084+189.9% | $6,396+85.1% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |