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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 | $107,287 | $183,516-41.5% | $155,534-31.0% | $145,884-26.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.39% | 61.43%-54.0pp | 64.92%-57.5pp | 551.85%-544.5pp |
| Employer contribution / active EE | $11,124 | $5,315+109.3% | $4,675+137.9% | $4,662+138.6% |
| Participant deferral / active EE | $16,764 | $6,467+159.2% | $5,630+197.7% | $6,690+150.6% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |