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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 | $192,588 | $105,160+83.1% | $94,679+103.4% | $139,456+38.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 8.29% | 38.04%-29.8pp | 156.75%-148.5pp | 373.45%-365.2pp |
| Employer contribution / active EE | $35,521 | $4,107+765.0% | $3,673+867.2% | $4,753+647.4% |
| Participant deferral / active EE | $30,000 | $7,599+294.8% | $7,417+304.5% | $6,711+347.0% |
| Admin fee / account holder | $291 | $8,988-96.8% | $7,233-96.0% | $11,407-97.5% |