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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 | $140,387 | $85,766+63.7% | $136,295+3.0% | $70,131+100.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 7.39% | 31.45%-24.1pp | 5155.97%-5148.6pp | 73.14%-65.7pp |
| Employer contribution / active EE | $962 | $2,966-67.6% | $4,695-79.5% | $2,342-59.0% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $20 | $5,420-99.6% | $9,243-99.8% | $4,645-99.6% |