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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 | $195,947 | $157,296+24.6% | $141,191+38.8% | $152,897+28.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 3.91% | 64.34%-60.4pp | 71.41%-67.5pp | 345.43%-341.5pp |
| Employer contribution / active EE | $3,294 | $5,262-37.4% | $4,736-30.5% | $4,764-30.9% |
| Participant deferral / active EE | $5,625 | $7,111-20.9% | $6,710-16.2% | $5,851-3.9% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |