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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 | $160,040+24.1% | $147,096+35.0% | $145,877+36.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.85% | 98.49%-89.6pp | 419.75%-410.9pp | 551.28%-542.4pp |
| Employer contribution / active EE | $18,923 | $5,289+257.8% | $4,936+283.4% | $4,663+305.8% |
| Participant deferral / active EE | $15,927 | $8,429+89.0% | $8,071+97.3% | $6,691+138.0% |
| Admin fee / account holder | $187 | $15,050-98.8% | $13,005-98.6% | $13,402-98.6% |