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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 | $150,412+22.4% | $120,574+52.6% | $145,884+26.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 4.14% | 154.50%-150.4pp | 107.42%-103.3pp | 551.85%-547.7pp |
| Employer contribution / active EE | $1,500 | $4,355-65.6% | $3,471-56.8% | $4,662-67.8% |
| Participant deferral / active EE | $25,000 | $6,175+304.8% | $4,996+400.4% | $6,690+273.7% |
| Admin fee / account holder | $0 | $12,224-100.0% | $9,445-100.0% | $13,392-100.0% |