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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 | $109,046 | $72,071+51.3% | $68,368+59.5% | $137,256-20.6% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 10.48% | 353.14%-342.7pp | 292.57%-282.1pp | 220.34%-209.9pp |
| Employer contribution / active EE | $1,226 | $2,788-56.0% | $2,649-53.7% | $4,156-70.5% |
| Participant deferral / active EE | $5,354 | $4,410+21.4% | $4,123+29.9% | $6,407-16.4% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |