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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 | $120,453 | $108,942+10.6% | $100,415+20.0% | $145,897-17.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.08% | 58.27%-49.2pp | 49.47%-40.4pp | 552.29%-543.2pp |
| Employer contribution / active EE | $38,706 | $4,422+775.3% | $3,943+881.7% | $4,663+730.1% |
| Participant deferral / active EE | $25,125 | $8,461+196.9% | $8,091+210.5% | $6,689+275.6% |
| Admin fee / account holder | $0 | $9,702-100.0% | $7,906-100.0% | $13,390-100.0% |