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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 | $209,423 | $108,942+92.2% | $100,415+108.6% | $145,897+43.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 7.52% | 58.27%-50.8pp | 49.47%-42.0pp | 552.29%-544.8pp |
| Employer contribution / active EE | $4,720 | $4,422+6.7% | $3,943+19.7% | $4,663+1.2% |
| Participant deferral / active EE | $12,567 | $8,461+48.5% | $8,091+55.3% | $6,689+87.9% |
| Admin fee / account holder | $82 | $9,702-99.2% | $7,906-99.0% | $13,390-99.4% |