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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 | $216,448 | $175,231+23.5% | $149,696+44.6% | $139,466+55.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 1.53% | 166.77%-165.2pp | 134.46%-132.9pp | 373.66%-372.1pp |
| Employer contribution / active EE | $11,220 | $5,478+104.8% | $4,821+132.7% | $4,754+136.0% |
| Participant deferral / active EE | $5,916 | $6,521-9.3% | $5,682+4.1% | $6,712-11.9% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |