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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 | $218,579 | $169,361+29.1% | $129,397+68.9% | $145,877+49.8% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 6.84% | 14395.54%-14388.7pp | 9453.98%-9447.1pp | 551.28%-544.4pp |
| Employer contribution / active EE | $12,050 | $5,542+117.4% | $4,154+190.1% | $4,663+158.4% |
| Participant deferral / active EE | $13,375 | $4,987+168.2% | $4,167+220.9% | $6,691+99.9% |
| Admin fee / account holder | $17 | $9,903-99.8% | $7,679-99.8% | $13,402-99.9% |