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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 | $98,063 | $175,259-44.0% | $149,723-34.5% | $139,487-29.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 4.58% | 166.82%-162.2pp | 134.50%-129.9pp | 373.84%-369.3pp |
| Employer contribution / active EE | $3,590 | $5,478-34.5% | $4,821-25.5% | $4,755-24.5% |
| Participant deferral / active EE | $7,500 | $6,522+15.0% | $5,682+32.0% | $6,713+11.7% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |