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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 | $58,386 | $198,457-70.6% | $170,435-65.7% | $147,586-60.4% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 7.40% | 257.30%-249.9pp | 205.94%-198.5pp | 578.59%-571.2pp |
| Employer contribution / active EE | $10,737 | $6,183+73.6% | $5,432+97.6% | $4,876+120.2% |
| Participant deferral / active EE | $12,000 | $5,629+113.2% | $4,939+142.9% | $5,439+120.6% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |