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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 | $124,034 | $211,224-41.3% | $178,505-30.5% | $145,897-15.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 5.34% | 30.28%-24.9pp | 27.16%-21.8pp | 552.29%-546.9pp |
| Employer contribution / active EE | $30,000 | $4,577+555.5% | $3,955+658.5% | $4,663+543.4% |
| Participant deferral / active EE | $30,500 | $6,966+337.9% | $6,280+385.6% | $6,689+356.0% |
| Admin fee / account holder | $0 | $12,109-100.0% | $10,428-100.0% | $13,390-100.0% |