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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 | $150,197+22.5% | $120,368+52.9% | $145,959+26.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 4.14% | 154.26%-150.1pp | 107.26%-103.1pp | 561.95%-557.8pp |
| Employer contribution / active EE | $1,500 | $4,350-65.5% | $3,465-56.7% | $4,661-67.8% |
| Participant deferral / active EE | $25,000 | $6,174+304.9% | $4,991+400.9% | $6,689+273.8% |
| Admin fee / account holder | $0 | $12,216-100.0% | $9,429-100.0% | $13,398-100.0% |