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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 | $114,661 | $152,592-24.9% | $125,180-8.4% | $152,885-25.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 5.21% | 54.84%-49.6pp | 43.79%-38.6pp | 345.39%-340.2pp |
| Employer contribution / active EE | $5,000 | $4,947+1.1% | $3,866+29.3% | $4,763+5.0% |
| Participant deferral / active EE | $3,154 | $5,868-46.2% | $4,937-36.1% | $5,851-46.1% |
| Admin fee / account holder | $0 | $13,435-100.0% | $9,703-100.0% | $11,598-100.0% |