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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 | $113,490 | $175,259-35.2% | $149,723-24.2% | $139,487-18.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 3.09% | 166.82%-163.7pp | 134.50%-131.4pp | 373.84%-370.7pp |
| Employer contribution / active EE | $8,000 | $5,478+46.0% | $4,821+65.9% | $4,755+68.3% |
| Participant deferral / active EE | $25,500 | $6,522+291.0% | $5,682+348.7% | $6,713+279.9% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |