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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 | $192,704 | $157,276+22.5% | $141,177+36.5% | $152,885+26.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 4.21% | 64.33%-60.1pp | 71.40%-67.2pp | 345.39%-341.2pp |
| Employer contribution / active EE | $11,434 | $5,262+117.3% | $4,736+141.4% | $4,763+140.0% |
| Participant deferral / active EE | $7,792 | $7,110+9.6% | $6,710+16.1% | $5,851+33.2% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |