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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 | $99,278 | $152,619-35.0% | $125,195-20.7% | $152,909-35.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 1.45% | 54.85%-53.4pp | 43.79%-42.3pp | 345.46%-344.0pp |
| Employer contribution / active EE | $2,139 | $4,947-56.8% | $3,866-44.7% | $4,764-55.1% |
| Participant deferral / active EE | $8,007 | $5,869+36.4% | $4,937+62.2% | $5,851+36.8% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |