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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 | $100,031 | $175,231-42.9% | $149,696-33.2% | $139,466-28.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.56% | 166.77%-156.2pp | 134.46%-123.9pp | 373.66%-363.1pp |
| Employer contribution / active EE | $2,660 | $5,478-51.4% | $4,821-44.8% | $4,754-44.0% |
| Participant deferral / active EE | $2,444 | $6,521-62.5% | $5,682-57.0% | $6,712-63.6% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |