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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 | $129,185 | $111,535+15.8% | $105,223+22.8% | $137,256-5.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 8.69% | 237.85%-229.2pp | 180.65%-172.0pp | 220.34%-211.7pp |
| Employer contribution / active EE | $9,751 | $3,939+147.5% | $3,689+164.3% | $4,156+134.6% |
| Participant deferral / active EE | $3,684 | $5,500-33.0% | $5,072-27.4% | $6,407-42.5% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |