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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 | $195,361 | $129,737+50.6% | $119,126+64.0% | $154,746+26.2% |
| Participation rate | 80.0% | 78.9%+1.1pp | 75.8%+4.2pp | 80.7%-0.7pp |
| Annual return | 5.54% | 379.08%-373.5pp | 282.11%-276.6pp | 172.34%-166.8pp |
| Employer contribution / active EE | $2,319 | $4,375-47.0% | $4,034-42.5% | $4,379-47.0% |
| Participant deferral / active EE | $10,092 | $5,842+72.7% | $5,318+89.8% | $6,730+49.9% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |