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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 | $236,694 | $111,535+112.2% | $105,223+124.9% | $137,256+72.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 9.57% | 237.85%-228.3pp | 180.65%-171.1pp | 220.34%-210.8pp |
| Employer contribution / active EE | $14,530 | $3,939+268.8% | $3,689+293.9% | $4,156+249.6% |
| Participant deferral / active EE | $7,011 | $5,500+27.5% | $5,072+38.2% | $6,407+9.4% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |