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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 | $210,850 | $72,071+192.6% | $68,368+208.4% | $137,256+53.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 11.52% | 353.14%-341.6pp | 292.57%-281.1pp | 220.34%-208.8pp |
| Employer contribution / active EE | $10,639 | $2,788+281.6% | $2,649+301.6% | $4,156+156.0% |
| Participant deferral / active EE | $10,467 | $4,410+137.4% | $4,123+153.9% | $6,407+63.4% |
| Admin fee / account holder | $25 | $5,336-99.5% | $5,150-99.5% | $12,270-99.8% |