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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 | $142,101 | $72,071+97.2% | $68,368+107.8% | $137,256+3.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 12.41% | 353.14%-340.7pp | 292.57%-280.2pp | 220.34%-207.9pp |
| Employer contribution / active EE | $3,779 | $2,788+35.5% | $2,649+42.7% | $4,156-9.1% |
| Participant deferral / active EE | $5,558 | $4,410+26.0% | $4,123+34.8% | $6,407-13.3% |
| Admin fee / account holder | $45 | $5,336-99.2% | $5,150-99.1% | $12,270-99.6% |