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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 | $127,355 | $111,814+13.9% | $93,654+36.0% | $145,959-12.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 4.98% | 203.30%-198.3pp | 133.34%-128.4pp | 561.95%-557.0pp |
| Employer contribution / active EE | $2,800 | $3,092-9.4% | $2,421+15.7% | $4,661-39.9% |
| Participant deferral / active EE | $25,000 | $4,914+408.7% | $4,413+466.5% | $6,689+273.8% |
| Admin fee / account holder | $0 | $10,246-100.0% | $8,282-100.0% | $13,398-100.0% |