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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 | $113,262 | $100,139+13.1% | $85,187+33.0% | $145,884-22.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 7.40% | 84.15%-76.8pp | 66.67%-59.3pp | 551.85%-544.5pp |
| Employer contribution / active EE | $15,299 | $3,238+372.5% | $2,732+459.9% | $4,662+228.1% |
| Participant deferral / active EE | $13,244 | $5,296+150.1% | $4,525+192.7% | $6,690+98.0% |
| Admin fee / account holder | $2 | $7,262-100.0% | $6,162-100.0% | $13,392-100.0% |