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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 | $247,619 | $123,412+100.6% | $69,460+256.5% | $145,978+69.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 3.99% | 191.25%-187.3pp | 100.80%-96.8pp | 550.52%-546.5pp |
| Employer contribution / active EE | $4,473 | $2,684+66.7% | $1,714+161.0% | $4,662-4.1% |
| Participant deferral / active EE | $0 | $4,240-100.0% | $2,890-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $7,816-100.0% | $4,695-100.0% | $13,400-100.0% |