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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 | $217,005 | $160,070+35.6% | $147,117+47.5% | $145,897+48.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.87% | 98.69%-90.8pp | 420.54%-412.7pp | 552.29%-544.4pp |
| Employer contribution / active EE | $6,218 | $5,285+17.7% | $4,932+26.1% | $4,663+33.3% |
| Participant deferral / active EE | $22,250 | $8,419+164.3% | $8,065+175.9% | $6,689+232.6% |
| Admin fee / account holder | $17 | $15,035-99.9% | $12,993-99.9% | $13,390-99.9% |