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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 | $96,678+127.6% | $86,640+154.0% | $139,466+57.8% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 10.28% | 106.69%-96.4pp | 592.52%-582.2pp | 373.66%-363.4pp |
| Employer contribution / active EE | $4,926 | $3,265+50.8% | $3,024+62.9% | $4,754+3.6% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |