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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 | $244,947 | $160,070+53.0% | $147,117+66.5% | $145,897+67.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.53% | 98.69%-90.2pp | 420.54%-412.0pp | 552.29%-543.8pp |
| Employer contribution / active EE | $4,026 | $5,285-23.8% | $4,932-18.4% | $4,663-13.7% |
| Participant deferral / active EE | $17,325 | $8,419+105.8% | $8,065+114.8% | $6,689+159.0% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |