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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 | $173,416 | $176,120-1.5% | $159,487+8.7% | $167,553+3.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 7.24% | 331.95%-324.7pp | 263.71%-256.5pp | 478.89%-471.7pp |
| Employer contribution / active EE | $8,733 | $5,299+64.8% | $4,831+80.8% | $4,840+80.4% |
| Participant deferral / active EE | $14,775 | $7,752+90.6% | $7,354+100.9% | $6,343+132.9% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |