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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 | $118,045 | $110,093+7.2% | $97,295+21.3% | $145,897-19.1% |
| Participation rate | 83.3% | 75.9%+7.4pp | 72.7%+10.7pp | 80.3%+3.0pp |
| Annual return | 7.05% | 244.76%-237.7pp | 75.62%-68.6pp | 552.29%-545.2pp |
| Employer contribution / active EE | $3,563 | $3,077+15.8% | $2,723+30.8% | $4,663-23.6% |
| Participant deferral / active EE | $4,665 | $4,678-0.3% | $4,264+9.4% | $6,689-30.3% |
| Admin fee / account holder | $0 | $6,212-100.0% | $5,646-100.0% | $13,390-100.0% |