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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 | $166,225 | $102,547+62.1% | $78,210+112.5% | $147,586+12.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 6.31% | 51.08%-44.8pp | 40.90%-34.6pp | 578.59%-572.3pp |
| Employer contribution / active EE | $12,097 | $2,617+362.3% | $2,034+494.9% | $4,876+148.1% |
| Participant deferral / active EE | $24,000 | $3,481+589.4% | $2,823+750.3% | $5,439+341.3% |
| Admin fee / account holder | $0 | $5,059-100.0% | $3,758-100.0% | $10,886-100.0% |