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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 | $160,040+53.1% | $147,096+66.5% | $145,877+67.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.53% | 98.49%-90.0pp | 419.75%-411.2pp | 551.28%-542.8pp |
| Employer contribution / active EE | $4,026 | $5,289-23.9% | $4,936-18.4% | $4,663-13.7% |
| Participant deferral / active EE | $17,325 | $8,429+105.5% | $8,071+114.6% | $6,691+158.9% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |