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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 | $214,703 | $157,304+36.5% | $141,197+52.1% | $152,909+40.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 4.82% | 64.34%-59.5pp | 71.41%-66.6pp | 345.46%-340.6pp |
| Employer contribution / active EE | $4,350 | $5,263-17.3% | $4,736-8.1% | $4,764-8.7% |
| Participant deferral / active EE | $15,541 | $7,111+118.6% | $6,710+131.6% | $5,851+165.6% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |