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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 | $239,013 | $183,592+30.2% | $155,574+53.6% | $145,877+63.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 4.51% | 61.37%-56.9pp | 64.87%-60.4pp | 551.28%-546.8pp |
| Employer contribution / active EE | $13,032 | $5,317+145.1% | $4,676+178.7% | $4,663+179.5% |
| Participant deferral / active EE | $12,200 | $6,466+88.7% | $5,629+116.7% | $6,691+82.3% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |