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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 | $73,119 | $184,000-60.3% | $162,185-54.9% | $152,909-52.2% |
| Participation rate | 77.8% | 88.5%-10.7pp | 87.6%-9.8pp | 82.5%-4.7pp |
| Annual return | 11.60% | 150.80%-139.2pp | 115.61%-104.0pp | 345.46%-333.9pp |
| Employer contribution / active EE | $6,777 | $6,370+6.4% | $5,613+20.7% | $4,764+42.3% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |