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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 | $121,917 | $159,978-23.8% | $147,041-17.1% | $145,978-16.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.42% | 98.36%-89.9pp | 419.21%-410.8pp | 550.52%-542.1pp |
| Employer contribution / active EE | $4,000 | $5,288-24.4% | $4,935-18.9% | $4,662-14.2% |
| Participant deferral / active EE | $3,300 | $8,429-60.8% | $8,071-59.1% | $6,690-50.7% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |