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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 | $242,851 | $185,905+30.6% | $170,057+42.8% | $139,487+74.1% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 10.08% | 60.56%-50.5pp | 53.42%-43.3pp | 373.84%-363.8pp |
| Employer contribution / active EE | $3,824 | $7,597-49.7% | $6,790-43.7% | $4,755-19.6% |
| Participant deferral / active EE | $7,920 | $11,627-31.9% | $10,411-23.9% | $6,713+18.0% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |