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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 | $88,253 | $209,422-57.9% | $178,503-50.6% | $158,982-44.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.75% | 188.81%-184.1pp | 151.12%-146.4pp | 302.99%-298.2pp |
| Employer contribution / active EE | $3,639 | $5,707-36.2% | $5,011-27.4% | $4,763-23.6% |
| Participant deferral / active EE | $13,512 | $5,955+126.9% | $5,202+159.7% | $5,983+125.8% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |