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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 | $118,252 | $85,094+39.0% | $76,327+54.9% | $145,884-18.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.2%+20.8pp | 80.3%+19.7pp |
| Annual return | 0.00% | 13.13%-13.1pp | 13.79%-13.8pp | 551.85%-551.8pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,584-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $6,390-100.0% | $5,478-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $5,773-100.0% | $5,139-100.0% | $13,392-100.0% |