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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 | $242,666 | $157,304+54.3% | $141,197+71.9% | $152,909+58.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 5.27% | 64.34%-59.1pp | 71.41%-66.1pp | 345.46%-340.2pp |
| Employer contribution / active EE | $8,830 | $5,263+67.8% | $4,736+86.4% | $4,764+85.3% |
| Participant deferral / active EE | $16,000 | $7,111+125.0% | $6,710+138.4% | $5,851+173.4% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |