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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 | $103,515 | $209,425-50.6% | $178,499-42.0% | $158,966-34.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.64% | 188.80%-183.2pp | 151.10%-145.5pp | 302.95%-297.3pp |
| Employer contribution / active EE | $5,709 | $5,7070% | $5,011+13.9% | $4,762+19.9% |
| Participant deferral / active EE | $5,206 | $5,955-12.6% | $5,202+0.1% | $5,983-13.0% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |