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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 | $231,674 | $201,370+15.0% | $184,256+25.7% | $145,897+58.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -1.11% | 29.05%-30.2pp | 28.85%-30.0pp | 552.29%-553.4pp |
| Employer contribution / active EE | $4,000 | $7,024-43.1% | $6,427-37.8% | $4,663-14.2% |
| Participant deferral / active EE | $17,000 | $9,808+73.3% | $9,133+86.1% | $6,689+154.1% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |