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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 | $176,180 | $172,111+2.4% | $150,298+17.2% | $137,256+28.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 6.20% | 69.37%-63.2pp | 62.79%-56.6pp | 220.34%-214.1pp |
| Employer contribution / active EE | $4,002 | $4,636-13.7% | $4,154-3.7% | $4,156-3.7% |
| Participant deferral / active EE | $11,233 | $6,166+82.2% | $5,453+106.0% | $6,407+75.3% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |