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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 | $159,934+17.7% | $147,005+28.0% | $145,959+28.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.24% | 98.24%-89.0pp | 418.76%-409.5pp | 561.95%-552.7pp |
| Employer contribution / active EE | $14,575 | $5,287+175.7% | $4,934+195.4% | $4,661+212.7% |
| Participant deferral / active EE | $18,500 | $8,427+119.5% | $8,070+129.3% | $6,689+176.6% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |