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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 | $222,049 | $107,368+106.8% | $92,915+139.0% | $152,909+45.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 10.36% | 145.64%-135.3pp | 109.45%-99.1pp | 345.46%-335.1pp |
| Employer contribution / active EE | $13,430 | $4,222+218.1% | $3,653+267.6% | $4,764+181.9% |
| Participant deferral / active EE | $11,279 | $4,848+132.6% | $4,238+166.1% | $5,851+92.8% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |