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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 | $115,181 | $106,905+7.7% | $84,020+37.1% | $152,885-24.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 7.50% | 105.00%-97.5pp | 71.31%-63.8pp | 345.39%-337.9pp |
| Employer contribution / active EE | $10,899 | $2,735+298.6% | $1,984+449.5% | $4,763+128.8% |
| Participant deferral / active EE | $7,714 | $4,012+92.3% | $3,239+138.2% | $5,851+31.9% |
| Admin fee / account holder | $0 | $8,287-100.0% | $6,101-100.0% | $11,598-100.0% |