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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 | $110,849 | $157,304-29.5% | $141,197-21.5% | $152,909-27.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 7.51% | 64.34%-56.8pp | 71.41%-63.9pp | 345.46%-338.0pp |
| Employer contribution / active EE | $8,982 | $5,263+70.7% | $4,736+89.7% | $4,764+88.6% |
| Participant deferral / active EE | $10,000 | $7,111+40.6% | $6,710+49.0% | $5,851+70.9% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |