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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 | $149,839 | $107,363+39.6% | $92,909+61.3% | $152,897-2.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 5.63% | 145.63%-140.0pp | 109.44%-103.8pp | 345.43%-339.8pp |
| Employer contribution / active EE | $20,135 | $4,222+376.9% | $3,653+451.1% | $4,764+322.7% |
| Participant deferral / active EE | $25,000 | $4,848+415.7% | $4,238+489.9% | $5,851+327.3% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |