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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 | $134,396 | $70,366+91.0% | $66,674+101.6% | $138,895-3.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 12.44% | 386.41%-374.0pp | 321.24%-308.8pp | 145.39%-133.0pp |
| Employer contribution / active EE | $10,913 | $2,765+294.7% | $2,620+316.5% | $4,194+160.2% |
| Participant deferral / active EE | $5,551 | $4,374+26.9% | $4,084+35.9% | $6,396-13.2% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |