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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 | $165,703 | $105,158+57.6% | $94,672+75.0% | $139,487+18.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 10.76% | 38.11%-27.3pp | 156.89%-146.1pp | 373.84%-363.1pp |
| Employer contribution / active EE | $8,400 | $4,107+104.5% | $3,673+128.7% | $4,755+76.7% |
| Participant deferral / active EE | $20,348 | $7,599+167.8% | $7,417+174.3% | $6,713+203.1% |
| Admin fee / account holder | $0 | $8,972-100.0% | $7,222-100.0% | $11,407-100.0% |