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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 | $105,103 | $159,978-34.3% | $147,041-28.5% | $145,978-28.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.18% | 98.36%-90.2pp | 419.21%-411.0pp | 550.52%-542.3pp |
| Employer contribution / active EE | $3,284 | $5,288-37.9% | $4,935-33.4% | $4,662-29.6% |
| Participant deferral / active EE | $6,217 | $8,429-26.2% | $8,071-23.0% | $6,690-7.1% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |