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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 | $101,296 | $157,304-35.6% | $141,197-28.3% | $152,909-33.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 4.17% | 64.34%-60.2pp | 71.41%-67.2pp | 345.46%-341.3pp |
| Employer contribution / active EE | $5,000 | $5,263-5.0% | $4,736+5.6% | $4,764+5.0% |
| Participant deferral / active EE | $13,978 | $7,111+96.6% | $6,710+108.3% | $5,851+138.9% |
| Admin fee / account holder | $20 | $12,126-99.8% | $10,265-99.8% | $11,601-99.8% |