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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 | $204,502 | $183,988+11.1% | $162,177+26.1% | $152,897+33.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 11.09% | 150.79%-139.7pp | 115.60%-104.5pp | 345.43%-334.3pp |
| Employer contribution / active EE | $16,339 | $6,370+156.5% | $5,613+191.1% | $4,764+243.0% |
| Participant deferral / active EE | $11,750 | $8,032+46.3% | $7,297+61.0% | $5,851+100.8% |
| Admin fee / account holder | $23 | $13,123-99.8% | $10,843-99.8% | $11,599-99.8% |