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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 | $86,610 | $183,988-52.9% | $162,177-46.6% | $152,897-43.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 6.92% | 150.79%-143.9pp | 115.60%-108.7pp | 345.43%-338.5pp |
| Employer contribution / active EE | $10,728 | $6,370+68.4% | $5,613+91.1% | $4,764+125.2% |
| Participant deferral / active EE | $14,267 | $8,032+77.6% | $7,297+95.5% | $5,851+143.8% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |