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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 | $208,365 | $88,710+134.9% | $81,783+154.8% | $145,959+42.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.30% | 1027.26%-1018.0pp | 775.05%-765.7pp | 561.95%-552.6pp |
| Employer contribution / active EE | $26,627 | $3,083+763.6% | $2,913+814.2% | $4,661+471.3% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |