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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 | $98,590 | $111,535-11.6% | $105,223-6.3% | $137,256-28.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 5.15% | 237.85%-232.7pp | 180.65%-175.5pp | 220.34%-215.2pp |
| Employer contribution / active EE | $5,677 | $3,939+44.1% | $3,689+53.9% | $4,156+36.6% |
| Participant deferral / active EE | $15,500 | $5,500+181.8% | $5,072+205.6% | $6,407+141.9% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |