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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 | $216,281 | $160,070+35.1% | $147,117+47.0% | $145,897+48.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.73% | 98.69%-91.0pp | 420.54%-412.8pp | 552.29%-544.6pp |
| Employer contribution / active EE | $7,913 | $5,285+49.7% | $4,932+60.4% | $4,663+69.7% |
| Participant deferral / active EE | $10,392 | $8,419+23.4% | $8,065+28.9% | $6,689+55.3% |
| Admin fee / account holder | $113 | $15,035-99.2% | $12,993-99.1% | $13,390-99.2% |