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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 | $170,699 | $106,923+59.6% | $84,023+103.2% | $152,909+11.6% |
| Participation rate | 80.0% | 75.3%+4.7pp | 69.0%+11.0pp | 82.5%-2.5pp |
| Annual return | 5.24% | 105.02%-99.8pp | 71.32%-66.1pp | 345.46%-340.2pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2 | $8,289-100.0% | $6,102-100.0% | $11,601-100.0% |