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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 | $228,337 | $183,592+24.4% | $155,567+46.8% | $145,959+56.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.91% | 61.24%-55.3pp | 64.74%-58.8pp | 561.95%-556.0pp |
| Employer contribution / active EE | $13,187 | $5,315+148.1% | $4,674+182.1% | $4,661+182.9% |
| Participant deferral / active EE | $15,800 | $6,464+144.4% | $5,628+180.8% | $6,689+136.2% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |