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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 | $182,890 | $162,529+12.5% | $130,788+39.8% | $154,746+18.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 5.64% | 510.48%-504.8pp | 386.44%-380.8pp | 172.34%-166.7pp |
| Employer contribution / active EE | $46,309 | $4,447+941.2% | $3,558+1201.5% | $4,379+957.5% |
| Participant deferral / active EE | $3,750 | $4,808-22.0% | $4,137-9.4% | $6,730-44.3% |
| Admin fee / account holder | $0 | $7,669-100.0% | $6,673-100.0% | $14,365-100.0% |