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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 | $186,021 | $107,941+72.3% | $91,994+102.2% | $152,909+21.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 7.51% | 89.28%-81.8pp | 69.04%-61.5pp | 345.46%-338.0pp |
| Employer contribution / active EE | $10,000 | $4,212+137.4% | $3,453+189.6% | $4,764+109.9% |
| Participant deferral / active EE | $9,500 | $6,366+49.2% | $5,924+60.4% | $5,851+62.4% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,601-100.0% |