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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 | $138,610 | $157,276-11.9% | $141,177-1.8% | $152,885-9.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 12.73% | 64.33%-51.6pp | 71.40%-58.7pp | 345.39%-332.7pp |
| Employer contribution / active EE | $10,651 | $5,262+102.4% | $4,736+124.9% | $4,763+123.6% |
| Participant deferral / active EE | $13,475 | $7,110+89.5% | $6,710+100.8% | $5,851+130.3% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |