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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 | $238,360 | $183,978+29.6% | $162,171+47.0% | $152,885+55.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 12.74% | 150.78%-138.0pp | 115.60%-102.9pp | 345.39%-332.7pp |
| Employer contribution / active EE | $23,820 | $6,370+273.9% | $5,613+324.4% | $4,763+400.1% |
| Participant deferral / active EE | $13,638 | $8,033+69.8% | $7,297+86.9% | $5,851+133.1% |
| Admin fee / account holder | $228 | $13,122-98.3% | $10,843-97.9% | $11,598-98.0% |