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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 | $148,099 | $111,785+32.5% | $93,669+58.1% | $145,877+1.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 4.87% | 203.79%-198.9pp | 133.59%-128.7pp | 551.28%-546.4pp |
| Employer contribution / active EE | $10,714 | $3,096+246.1% | $2,424+342.1% | $4,663+129.8% |
| Participant deferral / active EE | $3,199 | $4,919-35.0% | $4,416-27.6% | $6,691-52.2% |
| Admin fee / account holder | $116 | $10,256-98.9% | $8,291-98.6% | $13,402-99.1% |