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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 | $140,126 | $198,462-29.4% | $170,439-17.8% | $147,585-5.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 5.80% | 257.30%-251.5pp | 205.94%-200.1pp | 578.58%-572.8pp |
| Employer contribution / active EE | $15,742 | $6,184+154.6% | $5,433+189.8% | $4,876+222.8% |
| Participant deferral / active EE | $12,000 | $5,629+113.2% | $4,939+142.9% | $5,439+120.6% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |