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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 | $156,368 | $152,612+2.5% | $125,192+24.9% | $152,897+2.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 2.02% | 54.85%-52.8pp | 43.79%-41.8pp | 345.43%-343.4pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $24,750 | $5,868+321.8% | $4,937+401.3% | $5,851+323.0% |
| Admin fee / account holder | $43 | $13,437-99.7% | $9,704-99.6% | $11,599-99.6% |