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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 | $95,107 | $100,911-5.8% | $90,440+5.2% | $158,966-40.2% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.7%+9.1pp | 82.0%-0.1pp |
| Annual return | 4.96% | 1726.62%-1721.7pp | 1294.38%-1289.4pp | 302.95%-298.0pp |
| Employer contribution / active EE | $4,545 | $3,690+23.2% | $3,263+39.3% | $4,762-4.6% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |