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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 | $233,574 | $175,231+33.3% | $149,696+56.0% | $139,466+67.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.41% | 166.77%-158.4pp | 134.46%-126.0pp | 373.66%-365.3pp |
| Employer contribution / active EE | $5,710 | $5,478+4.2% | $4,821+18.4% | $4,754+20.1% |
| Participant deferral / active EE | $7,500 | $6,521+15.0% | $5,682+32.0% | $6,712+11.7% |
| Admin fee / account holder | $240 | $16,155-98.5% | $13,212-98.2% | $11,409-97.9% |