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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 | $131,909 | $105,158+25.4% | $94,672+39.3% | $139,487-5.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 5.00% | 38.11%-33.1pp | 156.89%-151.9pp | 373.84%-368.8pp |
| Employer contribution / active EE | $1,220 | $4,107-70.3% | $3,673-66.8% | $4,755-74.3% |
| Participant deferral / active EE | $27,500 | $7,599+261.9% | $7,417+270.7% | $6,713+309.7% |
| Admin fee / account holder | $0 | $8,972-100.0% | $7,222-100.0% | $11,407-100.0% |