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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 | $186,152 | $160,070+16.3% | $147,117+26.5% | $145,897+27.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 7.65% | 98.69%-91.0pp | 420.54%-412.9pp | 552.29%-544.6pp |
| Employer contribution / active EE | $1,912 | $5,285-63.8% | $4,932-61.2% | $4,663-59.0% |
| Participant deferral / active EE | $9,279 | $8,419+10.2% | $8,065+15.1% | $6,689+38.7% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |