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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 | $86,790 | $111,535-22.2% | $105,223-17.5% | $137,256-36.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 6.94% | 237.85%-230.9pp | 180.65%-173.7pp | 220.34%-213.4pp |
| Employer contribution / active EE | $23,285 | $3,939+491.1% | $3,689+531.3% | $4,156+460.3% |
| Participant deferral / active EE | $11,986 | $5,500+117.9% | $5,072+136.3% | $6,407+87.1% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |