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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 | $102,768 | $172,111-40.3% | $150,298-31.6% | $137,256-25.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 9.83% | 69.37%-59.5pp | 62.79%-53.0pp | 220.34%-210.5pp |
| Employer contribution / active EE | $6,641 | $4,636+43.2% | $4,154+59.9% | $4,156+59.8% |
| Participant deferral / active EE | $10,535 | $6,166+70.9% | $5,453+93.2% | $6,407+64.4% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |