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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 | $229,498 | $166,020+38.2% | $164,866+39.2% | $145,959+57.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 5.98% | 100.08%-94.1pp | 69.97%-64.0pp | 561.95%-556.0pp |
| Employer contribution / active EE | $10,267 | $5,275+94.6% | $4,343+136.4% | $4,661+120.3% |
| Participant deferral / active EE | $6,361 | $6,961-8.6% | $6,033+5.4% | $6,689-4.9% |
| Admin fee / account holder | $0 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |