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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 | $137,878 | $157,304-12.3% | $141,197-2.4% | $152,909-9.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 9.71% | 64.34%-54.6pp | 71.41%-61.7pp | 345.46%-335.8pp |
| Employer contribution / active EE | $4,000 | $5,263-24.0% | $4,736-15.5% | $4,764-16.0% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |