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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 | $150,730 | $180,749-16.6% | $160,784-6.3% | $137,256+9.8% |
| Participation rate | 93.3% | 80.0%+13.4pp | 77.0%+16.4pp | 80.0%+13.4pp |
| Annual return | 8.39% | 2234.46%-2226.1pp | 1803.92%-1795.5pp | 220.34%-212.0pp |
| Employer contribution / active EE | $7,577 | $4,155+82.4% | $3,733+103.0% | $4,156+82.3% |
| Participant deferral / active EE | $11,333 | $6,844+65.6% | $6,293+80.1% | $6,407+76.9% |
| Admin fee / account holder | $11 | $10,397-99.9% | $9,717-99.9% | $12,270-99.9% |