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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 | $96,917 | $157,296-38.4% | $141,191-31.4% | $152,897-36.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 2.89% | 64.34%-61.4pp | 71.41%-68.5pp | 345.43%-342.5pp |
| Employer contribution / active EE | $11,584 | $5,262+120.1% | $4,736+144.6% | $4,764+143.2% |
| Participant deferral / active EE | $11,230 | $7,111+57.9% | $6,710+67.4% | $5,851+91.9% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |