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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 | $196,636 | $183,988+6.9% | $162,177+21.2% | $152,897+28.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 4.51% | 150.79%-146.3pp | 115.60%-111.1pp | 345.43%-340.9pp |
| Employer contribution / active EE | $11,949 | $6,370+87.6% | $5,613+112.9% | $4,764+150.8% |
| Participant deferral / active EE | $11,233 | $8,032+39.9% | $7,297+53.9% | $5,851+92.0% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |