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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 | $224,958 | $184,000+22.3% | $162,185+38.7% | $152,909+47.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 10.94% | 150.80%-139.9pp | 115.61%-104.7pp | 345.46%-334.5pp |
| Employer contribution / active EE | $29,454 | $6,370+362.4% | $5,613+424.7% | $4,764+518.3% |
| Participant deferral / active EE | $3,918 | $8,033-51.2% | $7,297-46.3% | $5,851-33.0% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |