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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 | $154,703 | $118,875+30.1% | $96,572+60.2% | $167,553-7.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 3.56% | 50.50%-46.9pp | 37.79%-34.2pp | 478.89%-475.3pp |
| Employer contribution / active EE | $14,980 | $3,121+380.0% | $2,357+535.5% | $4,840+209.5% |
| Participant deferral / active EE | $9,872 | $4,617+113.8% | $3,850+156.4% | $6,343+55.6% |
| Admin fee / account holder | $0 | $8,070-100.0% | $6,183-100.0% | $12,316-100.0% |