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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 | $200,181 | $176,105+13.7% | $159,474+25.5% | $167,536+19.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.21% | 331.91%-322.7pp | 263.68%-254.5pp | 478.82%-469.6pp |
| Employer contribution / active EE | $11,387 | $5,299+114.9% | $4,831+135.7% | $4,839+135.3% |
| Participant deferral / active EE | $11,326 | $7,751+46.1% | $7,353+54.0% | $6,342+78.6% |
| Admin fee / account holder | $69 | $12,559-99.5% | $10,802-99.4% | $12,315-99.4% |