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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 | $176,147 | $157,276+12.0% | $141,177+24.8% | $152,885+15.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 9.66% | 64.33%-54.7pp | 71.40%-61.7pp | 345.39%-335.7pp |
| Employer contribution / active EE | $13,584 | $5,262+158.2% | $4,736+186.8% | $4,763+185.2% |
| Participant deferral / active EE | $14,833 | $7,110+108.6% | $6,710+121.1% | $5,851+153.5% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |