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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 | $111,078 | $157,304-29.4% | $141,197-21.3% | $152,909-27.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 0.13% | 64.34%-64.2pp | 71.41%-71.3pp | 345.46%-345.3pp |
| Employer contribution / active EE | $25,000 | $5,263+375.1% | $4,736+427.8% | $4,764+424.8% |
| Participant deferral / active EE | $25,000 | $7,111+251.6% | $6,710+272.6% | $5,851+327.3% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |