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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 | $195,491 | $111,535+75.3% | $105,223+85.8% | $137,256+42.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 6.09% | 237.85%-231.8pp | 180.65%-174.6pp | 220.34%-214.2pp |
| Employer contribution / active EE | $15,833 | $3,939+301.9% | $3,689+329.3% | $4,156+281.0% |
| Participant deferral / active EE | $13,333 | $5,500+142.4% | $5,072+162.9% | $6,407+108.1% |
| Admin fee / account holder | $28 | $9,721-99.7% | $8,859-99.7% | $12,270-99.8% |