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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 | $141,291 | $100,060+41.2% | $149,721-5.6% | $70,126+101.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 11.99% | 27.46%-15.5pp | 1501.67%-1489.7pp | 73.15%-61.2pp |
| Employer contribution / active EE | $6,995 | $3,661+91.1% | $5,444+28.5% | $2,343+198.6% |
| Participant deferral / active EE | $9,563 | $4,982+92.0% | $6,568+45.6% | $3,332+187.0% |
| Admin fee / account holder | $265 | $8,285-96.8% | $11,282-97.7% | $4,645-94.3% |