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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 | $125,698 | $157,276-20.1% | $141,177-11.0% | $152,885-17.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 12.33% | 64.33%-52.0pp | 71.40%-59.1pp | 345.39%-333.1pp |
| Employer contribution / active EE | $25,302 | $5,262+380.9% | $4,736+434.3% | $4,763+431.2% |
| Participant deferral / active EE | $14,825 | $7,110+108.5% | $6,710+120.9% | $5,851+153.4% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |