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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 | $137,813 | $89,370+54.2% | $141,197-2.4% | $72,976+88.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 14.95% | 111.88%-96.9pp | 71.41%-56.5pp | 81.02%-66.1pp |
| Employer contribution / active EE | $4,000 | $3,115+28.4% | $4,736-15.5% | $2,440+63.9% |
| Participant deferral / active EE | $4,080 | $5,419-24.7% | $6,710-39.2% | $3,608+13.1% |
| Admin fee / account holder | $267 | $5,957-95.5% | $10,265-97.4% | $5,124-94.8% |