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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 | $117,794 | $183,988-36.0% | $162,177-27.4% | $152,897-23.0% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.5%-7.5pp |
| Annual return | 10.94% | 150.79%-139.8pp | 115.60%-104.7pp | 345.43%-334.5pp |
| Employer contribution / active EE | $14,750 | $6,370+131.6% | $5,613+162.8% | $4,764+209.6% |
| Participant deferral / active EE | $5,000 | $8,032-37.8% | $7,297-31.5% | $5,851-14.5% |
| Admin fee / account holder | $20 | $13,123-99.8% | $10,843-99.8% | $11,599-99.8% |