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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 | $113,286 | $183,988-38.4% | $162,177-30.1% | $152,897-25.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 8.00% | 150.79%-142.8pp | 115.60%-107.6pp | 345.43%-337.4pp |
| Employer contribution / active EE | $5,757 | $6,370-9.6% | $5,613+2.6% | $4,764+20.9% |
| Participant deferral / active EE | $10,072 | $8,032+25.4% | $7,297+38.0% | $5,851+72.1% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |