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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 | $136,502 | $152,619-10.6% | $125,195+9.0% | $152,909-10.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 3.31% | 54.85%-51.5pp | 43.79%-40.5pp | 345.46%-342.2pp |
| Employer contribution / active EE | $3,816 | $4,947-22.9% | $3,866-1.3% | $4,764-19.9% |
| Participant deferral / active EE | $9,015 | $5,869+53.6% | $4,937+82.6% | $5,851+54.1% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |