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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 | $106,692 | $105,158+1.5% | $94,672+12.7% | $139,487-23.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 11.46% | 38.11%-26.6pp | 156.89%-145.4pp | 373.84%-362.4pp |
| Employer contribution / active EE | $11,452 | $4,107+178.8% | $3,673+211.8% | $4,755+140.9% |
| Participant deferral / active EE | $23,794 | $7,599+213.1% | $7,417+220.8% | $6,713+254.5% |
| Admin fee / account holder | $64 | $8,972-99.3% | $7,222-99.1% | $11,407-99.4% |