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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 | $118,441 | $111,787+6.0% | $93,681+26.4% | $145,978-18.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 7.66% | 203.52%-195.9pp | 133.47%-125.8pp | 550.52%-542.9pp |
| Employer contribution / active EE | $3,329 | $3,093+7.6% | $2,422+37.4% | $4,662-28.6% |
| Participant deferral / active EE | $3,620 | $4,918-26.4% | $4,415-18.0% | $6,690-45.9% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,290-100.0% | $13,400-100.0% |