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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 | $127,753 | $197,625-35.4% | $177,840-28.2% | $158,966-19.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 5.60% | 58.76%-53.2pp | 48.32%-42.7pp | 302.95%-297.3pp |
| Employer contribution / active EE | $2,591 | $6,698-61.3% | $5,919-56.2% | $4,762-45.6% |
| Participant deferral / active EE | $25,454 | $8,405+202.9% | $7,714+230.0% | $5,983+325.4% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |