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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 | $61,590 | $198,456-69.0% | $170,435-63.9% | $147,587-58.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 7.67% | 257.31%-249.6pp | 205.94%-198.3pp | 578.60%-570.9pp |
| Employer contribution / active EE | $6,561 | $6,183+6.1% | $5,432+20.8% | $4,876+34.6% |
| Participant deferral / active EE | $6,020 | $5,629+6.9% | $4,939+21.9% | $5,439+10.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |