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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 | $115,796-2.5% | $101,264+11.5% | $158,950-29.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 4.76% | 56.15%-51.4pp | 46.48%-41.7pp | 302.91%-298.1pp |
| Employer contribution / active EE | $15,248 | $4,175+265.2% | $3,660+316.6% | $4,762+220.2% |
| Participant deferral / active EE | $8,439 | $4,958+70.2% | $4,370+93.1% | $5,983+41.0% |
| Admin fee / account holder | $20 | $7,247-99.7% | $5,947-99.7% | $11,248-99.8% |