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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 | $204,268 | $166,268+22.9% | $165,100+23.7% | $145,897+40.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 5.91% | 100.52%-94.6pp | 70.21%-64.3pp | 552.29%-546.4pp |
| Employer contribution / active EE | $4,230 | $5,284-19.9% | $4,348-2.7% | $4,663-9.3% |
| Participant deferral / active EE | $26,333 | $6,964+278.1% | $6,035+336.3% | $6,689+293.7% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |