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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 | $174,029 | $104,953+65.8% | $84,637+105.6% | $152,909+13.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 9.75% | 373.94%-364.2pp | 258.82%-249.1pp | 345.46%-335.7pp |
| Employer contribution / active EE | $3,249 | $3,304-1.7% | $2,653+22.4% | $4,764-31.8% |
| Participant deferral / active EE | $25,000 | $4,691+433.0% | $3,900+541.0% | $5,851+327.3% |
| Admin fee / account holder | $120 | $6,244-98.1% | $4,914-97.6% | $11,601-99.0% |