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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 | $231,322 | $210,698+9.8% | $178,014+29.9% | $145,959+58.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.18% | 386.27%-379.1pp | 294.80%-287.6pp | 561.95%-554.8pp |
| Employer contribution / active EE | $16,800 | $4,567+267.9% | $3,950+325.3% | $4,661+260.5% |
| Participant deferral / active EE | $3,932 | $6,958-43.5% | $6,276-37.4% | $6,689-41.2% |
| Admin fee / account holder | $0 | $12,016-100.0% | $10,362-100.0% | $13,398-100.0% |