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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 | $148,803 | $165,381-10.0% | $149,730-0.6% | $158,966-6.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.72% | 348.29%-343.6pp | 276.70%-272.0pp | 302.95%-298.2pp |
| Employer contribution / active EE | $2,272 | $5,104-55.5% | $4,645-51.1% | $4,762-52.3% |
| Participant deferral / active EE | $5,395 | $7,182-24.9% | $6,843-21.2% | $5,983-9.8% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |