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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 | $110,100 | $124,175-11.3% | $108,405+1.6% | $167,553-34.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 4.62% | 1380.13%-1375.5pp | 905.55%-900.9pp | 478.89%-474.3pp |
| Employer contribution / active EE | $20,117 | $4,188+380.4% | $3,559+465.3% | $4,840+315.7% |
| Participant deferral / active EE | $14,869 | $6,908+115.2% | $6,563+126.6% | $6,343+134.4% |
| Admin fee / account holder | $0 | $9,457-100.0% | $7,297-100.0% | $12,316-100.0% |