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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 | $199,044 | $98,776+101.5% | $149,745+32.9% | $79,856+149.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 12.02% | 27.38%-15.4pp | 276.72%-264.7pp | 31.71%-19.7pp |
| Employer contribution / active EE | $4,704 | $3,217+46.2% | $4,646+1.2% | $2,471+90.3% |
| Participant deferral / active EE | $12,390 | $5,681+118.1% | $6,843+81.1% | $3,741+231.2% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,312-100.0% | $5,306-100.0% |