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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 | $244,049 | $160,040+52.5% | $147,096+65.9% | $145,877+67.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.17% | 98.49%-89.3pp | 419.75%-410.6pp | 551.28%-542.1pp |
| Employer contribution / active EE | $29,615 | $5,289+459.9% | $4,936+500.0% | $4,663+535.1% |
| Participant deferral / active EE | $22,956 | $8,429+172.4% | $8,071+184.4% | $6,691+243.1% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |