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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 | $170,104 | $202,326-15.9% | $172,745-1.5% | $152,870+11.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 11.45% | 1029.72%-1018.3pp | 802.90%-791.4pp | 345.34%-333.9pp |
| Employer contribution / active EE | $13,333 | $5,858+127.6% | $5,144+159.2% | $4,763+179.9% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,197-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $17,110-100.0% | $13,954-100.0% | $11,597-100.0% |