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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 | $90,907 | $183,988-50.6% | $162,177-43.9% | $152,897-40.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 9.30% | 150.79%-141.5pp | 115.60%-106.3pp | 345.43%-336.1pp |
| Employer contribution / active EE | $10,585 | $6,370+66.2% | $5,613+88.6% | $4,764+122.2% |
| Participant deferral / active EE | $4,400 | $8,032-45.2% | $7,297-39.7% | $5,851-24.8% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |