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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 | $202,576 | $100,060+102.5% | $149,721+35.3% | $70,126+188.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 12.19% | 27.46%-15.3pp | 1501.67%-1489.5pp | 73.15%-61.0pp |
| Employer contribution / active EE | $8,284 | $3,661+126.3% | $5,444+52.2% | $2,343+253.6% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $8,285-100.0% | $11,282-100.0% | $4,645-100.0% |