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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 | $175,947 | $208,088-15.4% | $186,193-5.5% | $154,746+13.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 5.66% | 89.97%-84.3pp | 78.03%-72.4pp | 172.34%-166.7pp |
| Employer contribution / active EE | $7,400 | $4,340+70.5% | $3,918+88.9% | $4,379+69.0% |
| Participant deferral / active EE | $0 | $7,078-100.0% | $6,513-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $11,698-100.0% | $11,058-100.0% | $14,365-100.0% |