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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 | $238,618 | $148,629+60.5% | $135,982+75.5% | $139,487+71.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.76% | 79.33%-69.6pp | 68.32%-58.6pp | 373.84%-364.1pp |
| Employer contribution / active EE | $12,000 | $5,247+128.7% | $4,859+147.0% | $4,755+152.4% |
| Participant deferral / active EE | $15,000 | $8,102+85.1% | $7,760+93.3% | $6,713+123.5% |
| Admin fee / account holder | $125 | $12,406-99.0% | $10,767-98.8% | $11,407-98.9% |