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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 | $194,394 | $176,077+10.4% | $159,455+21.9% | $167,518+16.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 6.31% | 331.83%-325.5pp | 263.63%-257.3pp | 478.71%-472.4pp |
| Employer contribution / active EE | $12,733 | $5,298+140.3% | $4,830+163.6% | $4,838+163.2% |
| Participant deferral / active EE | $3,556 | $7,751-54.1% | $7,353-51.6% | $6,342-43.9% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |