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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 | $203,516 | $111,535+82.5% | $105,223+93.4% | $137,256+48.3% |
| Participation rate | 95.8% | 78.1%+17.7pp | 75.0%+20.8pp | 80.0%+15.9pp |
| Annual return | 11.33% | 237.85%-226.5pp | 180.65%-169.3pp | 220.34%-209.0pp |
| Employer contribution / active EE | $15,695 | $3,939+298.4% | $3,689+325.5% | $4,156+277.6% |
| Participant deferral / active EE | $21,400 | $5,500+289.1% | $5,072+321.9% | $6,407+234.0% |
| Admin fee / account holder | $48 | $9,721-99.5% | $8,859-99.5% | $12,270-99.6% |