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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 | $230,596 | $202,345+14.0% | $172,755+33.5% | $152,885+50.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 11.68% | 1029.77%-1018.1pp | 802.94%-791.3pp | 345.39%-333.7pp |
| Employer contribution / active EE | $3,295 | $5,858-43.8% | $5,144-36.0% | $4,763-30.8% |
| Participant deferral / active EE | $14,144 | $5,948+137.8% | $5,198+172.1% | $5,851+141.7% |
| Admin fee / account holder | $2 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |