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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 | $188,210 | $160,040+17.6% | $147,096+28.0% | $145,877+29.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.24% | 98.49%-89.3pp | 419.75%-410.5pp | 551.28%-542.0pp |
| Employer contribution / active EE | $14,575 | $5,289+175.6% | $4,936+195.3% | $4,663+212.6% |
| Participant deferral / active EE | $18,500 | $8,429+119.5% | $8,071+129.2% | $6,691+176.5% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |