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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 | $82,901 | $209,425-60.4% | $178,499-53.6% | $158,966-47.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.53% | 188.80%-183.3pp | 151.10%-145.6pp | 302.95%-297.4pp |
| Employer contribution / active EE | $6,398 | $5,707+12.1% | $5,011+27.7% | $4,762+34.3% |
| Participant deferral / active EE | $3,714 | $5,955-37.6% | $5,202-28.6% | $5,983-37.9% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |