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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 | $233,552 | $159,934+46.0% | $147,005+58.9% | $145,959+60.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 9.61% | 98.24%-88.6pp | 418.76%-409.2pp | 561.95%-552.3pp |
| Employer contribution / active EE | $2,283 | $5,287-56.8% | $4,934-53.7% | $4,661-51.0% |
| Participant deferral / active EE | $4,303 | $8,427-48.9% | $8,070-46.7% | $6,689-35.7% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |