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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 | $242,439 | $183,592+32.1% | $155,574+55.8% | $145,877+66.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.57% | 61.37%-54.8pp | 64.87%-58.3pp | 551.28%-544.7pp |
| Employer contribution / active EE | $8,193 | $5,317+54.1% | $4,676+75.2% | $4,663+75.7% |
| Participant deferral / active EE | $12,667 | $6,466+95.9% | $5,629+125.0% | $6,691+89.3% |
| Admin fee / account holder | $15 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |