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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 | $154,510 | $132,099+17.0% | $115,599+33.7% | $138,895+11.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 3.06% | 176.76%-173.7pp | 111.10%-108.0pp | 145.39%-142.3pp |
| Employer contribution / active EE | $999 | $3,416-70.8% | $2,955-66.2% | $4,194-76.2% |
| Participant deferral / active EE | $0 | $5,617-100.0% | $4,889-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $15,650-100.0% | $12,841-100.0% | $12,562-100.0% |