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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 | $187,547 | $106,008+76.9% | $92,240+103.3% | $147,586+27.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 8.10% | 50.05%-41.9pp | 176.29%-168.2pp | 578.59%-570.5pp |
| Employer contribution / active EE | $1,886 | $4,333-56.5% | $3,680-48.8% | $4,876-61.3% |
| Participant deferral / active EE | $5,667 | $4,478+26.5% | $3,897+45.4% | $5,439+4.2% |
| Admin fee / account holder | $257 | $6,333-95.9% | $5,194-95.1% | $10,886-97.6% |