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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 | $125,857 | $129,737-3.0% | $119,126+5.7% | $154,746-18.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 9.44% | 379.08%-369.6pp | 282.11%-272.7pp | 172.34%-162.9pp |
| Employer contribution / active EE | $6,094 | $4,375+39.3% | $4,034+51.1% | $4,379+39.2% |
| Participant deferral / active EE | $12,400 | $5,842+112.3% | $5,318+133.2% | $6,730+84.2% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |