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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 | $197,723 | $105,200+87.9% | $159,474+24.0% | $85,847+130.3% |
| Participation rate | 98.6% | 75.8%+22.8pp | 82.8%+15.8pp | 69.3%+29.3pp |
| Annual return | 10.11% | 45.08%-35.0pp | 263.68%-253.6pp | 318.61%-308.5pp |
| Employer contribution / active EE | $6,450 | $3,319+94.3% | $4,831+33.5% | $2,565+151.4% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $6,934-100.0% | $10,802-100.0% | $6,261-100.0% |