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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 | $208,088-35.6% | $186,193-28.0% | $154,746-13.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 5.51% | 89.97%-84.5pp | 78.03%-72.5pp | 172.34%-166.8pp |
| Employer contribution / active EE | $1,953 | $4,340-55.0% | $3,918-50.2% | $4,379-55.4% |
| Participant deferral / active EE | $6,075 | $7,078-14.2% | $6,513-6.7% | $6,730-9.7% |
| Admin fee / account holder | $0 | $11,698-100.0% | $11,058-100.0% | $14,365-100.0% |