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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 | $61,018 | $111,535-45.3% | $105,223-42.0% | $137,256-55.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 4.75% | 237.85%-233.1pp | 180.65%-175.9pp | 220.34%-215.6pp |
| Employer contribution / active EE | $4,648 | $3,939+18.0% | $3,689+26.0% | $4,156+11.8% |
| Participant deferral / active EE | $7,309 | $5,500+32.9% | $5,072+44.1% | $6,407+14.1% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |