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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 | $159,338 | $227,633-30.0% | $189,597-16.0% | $167,553-4.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 5.75% | 78.45%-72.7pp | 64.20%-58.4pp | 478.89%-473.1pp |
| Employer contribution / active EE | $1,728 | $5,317-67.5% | $4,412-60.8% | $4,840-64.3% |
| Participant deferral / active EE | $19,208 | $7,003+174.3% | $6,174+211.1% | $6,343+202.8% |
| Admin fee / account holder | $0 | $11,879-100.0% | $9,807-100.0% | $12,316-100.0% |