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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 | $128,398 | $99,652+28.8% | $78,778+63.0% | $147,586-13.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 2.35% | 47.28%-44.9pp | 35.62%-33.3pp | 578.59%-576.2pp |
| Employer contribution / active EE | $6,868 | $2,796+145.7% | $1,986+245.9% | $4,876+40.8% |
| Participant deferral / active EE | $4,000 | $3,664+9.2% | $2,958+35.2% | $5,439-26.5% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |