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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 | $109,904+7.4% | $97,167+21.5% | $145,959-19.1% |
| Participation rate | 83.3% | 75.9%+7.4pp | 72.7%+10.6pp | 80.3%+3.0pp |
| Annual return | 7.05% | 243.43%-236.4pp | 75.27%-68.2pp | 561.95%-554.9pp |
| Employer contribution / active EE | $3,563 | $3,084+15.5% | $2,729+30.5% | $4,661-23.6% |
| Participant deferral / active EE | $4,665 | $4,676-0.2% | $4,264+9.4% | $6,689-30.3% |
| Admin fee / account holder | $0 | $6,216-100.0% | $5,650-100.0% | $13,398-100.0% |