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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 | $161,011 | $88,815+81.3% | $81,882+96.6% | $145,897+10.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.15% | 1033.75%-1024.6pp | 779.47%-770.3pp | 552.29%-543.1pp |
| Employer contribution / active EE | $16,310 | $3,086+428.5% | $2,916+459.3% | $4,663+249.8% |
| Participant deferral / active EE | $12,814 | $4,647+175.7% | $4,323+196.4% | $6,689+91.6% |
| Admin fee / account holder | $94 | $8,434-98.9% | $7,360-98.7% | $13,390-99.3% |