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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 | $198,554 | $160,070+24.0% | $147,117+35.0% | $145,897+36.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.85% | 98.69%-89.8pp | 420.54%-411.7pp | 552.29%-543.4pp |
| Employer contribution / active EE | $18,923 | $5,285+258.1% | $4,932+283.6% | $4,663+305.8% |
| Participant deferral / active EE | $15,927 | $8,419+89.2% | $8,065+97.5% | $6,689+138.1% |
| Admin fee / account holder | $187 | $15,035-98.8% | $12,993-98.6% | $13,390-98.6% |