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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 | $95,311 | $175,259-45.6% | $149,723-36.3% | $139,487-31.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.51% | 166.82%-157.3pp | 134.50%-125.0pp | 373.84%-364.3pp |
| Employer contribution / active EE | $3,119 | $5,478-43.1% | $4,821-35.3% | $4,755-34.4% |
| Participant deferral / active EE | $12,701 | $6,522+94.7% | $5,682+123.5% | $6,713+89.2% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |