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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 | $220,066 | $96,643+127.7% | $86,617+154.1% | $139,456+57.8% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 10.28% | 106.57%-96.3pp | 591.91%-581.6pp | 373.45%-363.2pp |
| Employer contribution / active EE | $4,926 | $3,264+50.9% | $3,023+62.9% | $4,753+3.6% |
| Participant deferral / active EE | $0 | $4,835-100.0% | $4,437-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $6,406-100.0% | $5,613-100.0% | $11,407-100.0% |