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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 | $122,986 | $180,749-32.0% | $160,784-23.5% | $137,256-10.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 7.48% | 2234.46%-2227.0pp | 1803.92%-1796.4pp | 220.34%-212.9pp |
| Employer contribution / active EE | $1,838 | $4,155-55.8% | $3,733-50.8% | $4,156-55.8% |
| Participant deferral / active EE | $2,291 | $6,844-66.5% | $6,293-63.6% | $6,407-64.2% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |