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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 | $203,532 | $198,462+2.6% | $170,439+19.4% | $147,585+37.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 5.71% | 257.30%-251.6pp | 205.94%-200.2pp | 578.58%-572.9pp |
| Employer contribution / active EE | $13,202 | $6,184+113.5% | $5,433+143.0% | $4,876+170.7% |
| Participant deferral / active EE | $9,366 | $5,629+66.4% | $4,939+89.6% | $5,439+72.2% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |