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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 | $102,526 | $132,634-22.7% | $115,768-11.4% | $137,256-25.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 9.22% | 160.70%-151.5pp | 100.46%-91.2pp | 220.34%-211.1pp |
| Employer contribution / active EE | $15,000 | $3,360+346.5% | $2,940+410.2% | $4,156+260.9% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $70 | $15,028-99.5% | $12,439-99.4% | $12,270-99.4% |