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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 | $112,892 | $115,814-2.5% | $101,275+11.5% | $158,982-29.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 4.76% | 56.16%-51.4pp | 46.48%-41.7pp | 302.99%-298.2pp |
| Employer contribution / active EE | $15,248 | $4,176+265.2% | $3,660+316.6% | $4,763+220.2% |
| Participant deferral / active EE | $8,439 | $4,958+70.2% | $4,371+93.1% | $5,983+41.0% |
| Admin fee / account holder | $20 | $7,249-99.7% | $5,948-99.7% | $11,252-99.8% |