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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 | $144,454 | $89,370+61.6% | $141,197+2.3% | $72,976+97.9% |
| Participation rate | 85.0% | 75.1%+9.9pp | 82.5%+2.5pp | 69.5%+15.5pp |
| Annual return | 15.18% | 111.88%-96.7pp | 71.41%-56.2pp | 81.02%-65.8pp |
| Employer contribution / active EE | $4,449 | $3,115+42.8% | $4,736-6.1% | $2,440+82.3% |
| Participant deferral / active EE | $17,812 | $5,419+228.7% | $6,710+165.4% | $3,608+393.7% |
| Admin fee / account holder | $0 | $5,957-100.0% | $10,265-100.0% | $5,124-100.0% |