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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 | $153,943 | $109,905+40.1% | $98,506+56.3% | $167,553-8.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 7.50% | 1960.20%-1952.7pp | 1494.92%-1487.4pp | 478.89%-471.4pp |
| Employer contribution / active EE | $10,063 | $3,226+212.0% | $2,961+239.8% | $4,840+107.9% |
| Participant deferral / active EE | $7,638 | $4,674+63.4% | $4,277+78.6% | $6,343+20.4% |
| Admin fee / account holder | $111 | $6,760-98.4% | $5,955-98.1% | $12,316-99.1% |