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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 | $152,350 | $129,737+17.4% | $119,126+27.9% | $154,746-1.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 7.08% | 379.08%-372.0pp | 282.11%-275.0pp | 172.34%-165.3pp |
| Employer contribution / active EE | $7,807 | $4,375+78.4% | $4,034+93.5% | $4,379+78.3% |
| Participant deferral / active EE | $4,700 | $5,842-19.5% | $5,318-11.6% | $6,730-30.2% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |