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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 | $182,053 | $88,815+105.0% | $81,882+122.3% | $145,897+24.8% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 8.63% | 1033.75%-1025.1pp | 779.47%-770.8pp | 552.29%-543.7pp |
| Employer contribution / active EE | $12,694 | $3,086+311.3% | $2,916+335.3% | $4,663+172.2% |
| Participant deferral / active EE | $11,813 | $4,647+154.2% | $4,323+173.2% | $6,689+76.6% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |