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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 | $100,073+13.2% | $85,126+33.1% | $145,877-22.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 7.40% | 84.11%-76.7pp | 66.63%-59.2pp | 551.28%-543.9pp |
| Employer contribution / active EE | $15,299 | $3,236+372.7% | $2,731+460.1% | $4,663+228.1% |
| Participant deferral / active EE | $13,244 | $5,294+150.2% | $4,523+192.8% | $6,691+98.0% |
| Admin fee / account holder | $2 | $7,261-100.0% | $6,160-100.0% | $13,402-100.0% |