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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 | $160,040+35.6% | $147,096+47.5% | $145,877+48.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.87% | 98.49%-90.6pp | 419.75%-411.9pp | 551.28%-543.4pp |
| Employer contribution / active EE | $6,218 | $5,289+17.5% | $4,936+26.0% | $4,663+33.3% |
| Participant deferral / active EE | $22,250 | $8,429+164.0% | $8,071+175.7% | $6,691+232.6% |
| Admin fee / account holder | $17 | $15,050-99.9% | $13,005-99.9% | $13,402-99.9% |