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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 | $184,042 | $150,435+22.3% | $120,580+52.6% | $145,897+26.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 4.14% | 154.60%-150.5pp | 107.48%-103.3pp | 552.29%-548.1pp |
| Employer contribution / active EE | $1,500 | $4,352-65.5% | $3,469-56.8% | $4,663-67.8% |
| Participant deferral / active EE | $25,000 | $6,174+304.9% | $4,995+400.5% | $6,689+273.7% |
| Admin fee / account holder | $0 | $12,182-100.0% | $9,418-100.0% | $13,390-100.0% |