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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 | $50,599 | $198,457-74.5% | $170,435-70.3% | $147,586-65.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.86% | 257.30%-248.4pp | 205.94%-197.1pp | 578.59%-569.7pp |
| Employer contribution / active EE | $3,755 | $6,183-39.3% | $5,432-30.9% | $4,876-23.0% |
| Participant deferral / active EE | $4,200 | $5,629-25.4% | $4,939-15.0% | $5,439-22.8% |
| Admin fee / account holder | $2 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |