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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 | $122,088 | $185,856-34.3% | $170,028-28.2% | $139,456-12.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 8.48% | 60.52%-52.0pp | 53.39%-44.9pp | 373.45%-365.0pp |
| Employer contribution / active EE | $53,989 | $7,593+611.0% | $6,788+695.4% | $4,753+1036.0% |
| Participant deferral / active EE | $0 | $11,623-100.0% | $10,409-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $15,387-100.0% | $12,820-100.0% | $11,407-100.0% |