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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 | $151,981 | $111,535+36.3% | $105,223+44.4% | $137,256+10.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 6.50% | 237.85%-231.4pp | 180.65%-174.1pp | 220.34%-213.8pp |
| Employer contribution / active EE | $20,299 | $3,939+415.3% | $3,689+450.3% | $4,156+388.4% |
| Participant deferral / active EE | $12,400 | $5,500+125.5% | $5,072+144.5% | $6,407+93.5% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |