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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 | $210,133 | $154,159+36.3% | $130,026+61.6% | $139,456+50.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 6.94% | 32.50%-25.6pp | -137.26%+144.2pp | 373.45%-366.5pp |
| Employer contribution / active EE | $17,555 | $5,292+231.7% | $4,321+306.2% | $4,753+269.4% |
| Participant deferral / active EE | $11,190 | $6,710+66.8% | $5,821+92.2% | $6,711+66.7% |
| Admin fee / account holder | $20 | $14,001-99.9% | $10,608-99.8% | $11,407-99.8% |