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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 | $100,931 | $217,432-53.6% | $185,849-45.7% | $167,536-39.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 7.61% | 148.42%-140.8pp | 122.10%-114.5pp | 478.82%-471.2pp |
| Employer contribution / active EE | $6,553 | $5,875+11.5% | $5,169+26.8% | $4,839+35.4% |
| Participant deferral / active EE | $4,615 | $6,357-27.4% | $5,569-17.1% | $6,342-27.2% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |