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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 | $169,029 | $68,097+148.2% | $62,929+168.6% | $137,256+23.1% |
| Participation rate | 80.0% | 77.4%+2.6pp | 73.1%+6.9pp | 80.0%0pp |
| Annual return | 10.14% | 1859.11%-1849.0pp | 1063.93%-1053.8pp | 220.34%-210.2pp |
| Employer contribution / active EE | $7,292 | $2,811+159.4% | $2,505+191.2% | $4,156+75.5% |
| Participant deferral / active EE | $9,464 | $4,553+107.9% | $3,888+143.4% | $6,407+47.7% |
| Admin fee / account holder | $185 | $6,521-97.2% | $5,065-96.3% | $12,270-98.5% |