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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 | $189,081 | $95,406+98.2% | $185,849+1.7% | $85,847+120.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 11.17% | 23.59%-12.4pp | 122.10%-110.9pp | 318.61%-307.4pp |
| Employer contribution / active EE | $11,062 | $3,314+233.8% | $5,169+114.0% | $2,565+331.2% |
| Participant deferral / active EE | $6,422 | $3,424+87.6% | $5,569+15.3% | $3,952+62.5% |
| Admin fee / account holder | $245 | $7,214-96.6% | $16,244-98.5% | $6,261-96.1% |