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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 | $235,161 | $217,432+8.2% | $185,849+26.5% | $167,536+40.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.69% | 148.42%-139.7pp | 122.10%-113.4pp | 478.82%-470.1pp |
| Employer contribution / active EE | $8,949 | $5,875+52.3% | $5,169+73.1% | $4,839+84.9% |
| Participant deferral / active EE | $5,667 | $6,357-10.9% | $5,569+1.8% | $6,342-10.6% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |