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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 | $249,979 | $117,895+112.0% | $102,460+144.0% | $145,897+71.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.35% | 31.92%-23.6pp | 29.47%-21.1pp | 552.29%-543.9pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $14,389 | $5,736+150.8% | $5,056+184.6% | $6,689+115.1% |
| Admin fee / account holder | $4 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |