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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 | $206,150 | $183,516+12.3% | $155,534+32.5% | $145,884+41.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.81% | 61.43%-55.6pp | 64.92%-59.1pp | 551.85%-546.0pp |
| Employer contribution / active EE | $15,893 | $5,315+199.0% | $4,675+240.0% | $4,662+240.9% |
| Participant deferral / active EE | $10,167 | $6,467+57.2% | $5,630+80.6% | $6,690+52.0% |
| Admin fee / account holder | $60 | $19,293-99.7% | $15,900-99.6% | $13,392-99.6% |