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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 | $151,693 | $817,678-81.4% | $392,568-61.4% | $152,885-0.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.5%+17.5pp |
| Annual return | 5.85% | 22.84%-17.0pp | 24.42%-18.6pp | 345.39%-339.5pp |
| Employer contribution / active EE | $0 | $5,502-100.0% | $3,783-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $8,398-100.0% | $5,985-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $12,095-100.0% | $6,260-100.0% | $11,598-100.0% |