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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 | $219,531 | $157,304+39.6% | $141,197+55.5% | $152,909+43.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 10.50% | 64.34%-53.8pp | 71.41%-60.9pp | 345.46%-335.0pp |
| Employer contribution / active EE | $2,995 | $5,263-43.1% | $4,736-36.8% | $4,764-37.1% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |