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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 | $146,592 | $84,708+73.1% | $75,714+93.6% | $167,536-12.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 5.98% | 199.62%-193.6pp | 104.62%-98.6pp | 478.82%-472.8pp |
| Employer contribution / active EE | $5,511 | $3,231+70.5% | $2,744+100.9% | $4,839+13.9% |
| Participant deferral / active EE | $14,730 | $4,577+221.8% | $3,820+285.6% | $6,342+132.3% |
| Admin fee / account holder | $20 | $5,358-99.6% | $3,619-99.4% | $12,315-99.8% |