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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 | $18,375 | $111,535-83.5% | $105,223-82.5% | $137,256-86.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 11.49% | 237.85%-226.4pp | 180.65%-169.2pp | 220.34%-208.9pp |
| Employer contribution / active EE | $11,409 | $3,939+189.6% | $3,689+209.3% | $4,156+174.5% |
| Participant deferral / active EE | $2,250 | $5,500-59.1% | $5,072-55.6% | $6,407-64.9% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |