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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 | $160,040+45.9% | $147,096+58.8% | $145,877+60.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 9.61% | 98.49%-88.9pp | 419.75%-410.1pp | 551.28%-541.7pp |
| Employer contribution / active EE | $2,283 | $5,289-56.8% | $4,936-53.7% | $4,663-51.0% |
| Participant deferral / active EE | $4,303 | $8,429-49.0% | $8,071-46.7% | $6,691-35.7% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |