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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 | $234,476 | $183,592+27.7% | $155,574+50.7% | $145,877+60.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.71% | 61.37%-52.7pp | 64.87%-56.2pp | 551.28%-542.6pp |
| Employer contribution / active EE | $6,930 | $5,317+30.3% | $4,676+48.2% | $4,663+48.6% |
| Participant deferral / active EE | $16,170 | $6,466+150.1% | $5,629+187.2% | $6,691+141.7% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |