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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 | $194,437 | $175,231+11.0% | $149,696+29.9% | $139,466+39.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 5.30% | 166.77%-161.5pp | 134.46%-129.2pp | 373.66%-368.4pp |
| Employer contribution / active EE | $8,894 | $5,478+62.4% | $4,821+84.5% | $4,754+87.1% |
| Participant deferral / active EE | $15,837 | $6,521+142.8% | $5,682+178.7% | $6,712+135.9% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |