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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 | $96,579 | $90,530+6.7% | $76,030+27.0% | $145,897-33.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 8.17% | 625.08%-616.9pp | 361.54%-353.4pp | 552.29%-544.1pp |
| Employer contribution / active EE | $7,000 | $3,319+110.9% | $2,688+160.5% | $4,663+50.1% |
| Participant deferral / active EE | $8,917 | $5,164+72.7% | $4,257+109.5% | $6,689+33.3% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,390-100.0% |