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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 | $197,156 | $165,361+19.2% | $149,715+31.7% | $158,950+24.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.11% | 348.24%-342.1pp | 276.66%-270.6pp | 302.91%-296.8pp |
| Employer contribution / active EE | $8,424 | $5,103+65.1% | $4,645+81.4% | $4,762+76.9% |
| Participant deferral / active EE | $11,498 | $7,182+60.1% | $6,842+68.0% | $5,983+92.2% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |