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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 | $146,177 | $202,342-27.8% | $172,753-15.4% | $152,909-4.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 6.68% | 1029.88%-1023.2pp | 803.00%-796.3pp | 345.46%-338.8pp |
| Employer contribution / active EE | $7,226 | $5,857+23.4% | $5,144+40.5% | $4,764+51.7% |
| Participant deferral / active EE | $6,510 | $5,948+9.4% | $5,198+25.2% | $5,851+11.3% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |