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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 | $102,958 | $175,231-41.2% | $149,696-31.2% | $139,466-26.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.85% | 166.77%-157.9pp | 134.46%-125.6pp | 373.66%-364.8pp |
| Employer contribution / active EE | $15,880 | $5,478+189.9% | $4,821+229.4% | $4,754+234.0% |
| Participant deferral / active EE | $8,472 | $6,521+29.9% | $5,682+49.1% | $6,712+26.2% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |