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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 | $88,524 | $155,833-43.2% | $124,693-29.0% | $167,536-47.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 4.66% | 17.98%-13.3pp | 5144.19%-5139.5pp | 478.82%-474.2pp |
| Employer contribution / active EE | $2,251 | $4,164-46.0% | $3,324-32.3% | $4,839-53.5% |
| Participant deferral / active EE | $5,029 | $5,675-11.4% | $4,615+9.0% | $6,342-20.7% |
| Admin fee / account holder | $0 | $9,534-100.0% | $7,494-100.0% | $12,315-100.0% |