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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 | $134,061 | $180,749-25.8% | $160,784-16.6% | $137,256-2.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 5.51% | 2234.46%-2229.0pp | 1803.92%-1798.4pp | 220.34%-214.8pp |
| Employer contribution / active EE | $1,953 | $4,155-53.0% | $3,733-47.7% | $4,156-53.0% |
| Participant deferral / active EE | $6,075 | $6,844-11.2% | $6,293-3.5% | $6,407-5.2% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |