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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 | $199,042 | $72,071+176.2% | $68,368+191.1% | $137,256+45.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 12.73% | 353.14%-340.4pp | 292.57%-279.8pp | 220.34%-207.6pp |
| Employer contribution / active EE | $4,810 | $2,788+72.5% | $2,649+81.6% | $4,156+15.7% |
| Participant deferral / active EE | $12,319 | $4,410+179.3% | $4,123+198.8% | $6,407+92.3% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |