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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 | $205,763 | $157,304+30.8% | $141,197+45.7% | $152,909+34.6% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 9.97% | 64.34%-54.4pp | 71.41%-61.4pp | 345.46%-335.5pp |
| Employer contribution / active EE | $13,676 | $5,263+159.9% | $4,736+188.8% | $4,764+187.1% |
| Participant deferral / active EE | $8,841 | $7,111+24.3% | $6,710+31.7% | $5,851+51.1% |
| Admin fee / account holder | $7 | $12,126-99.9% | $10,265-99.9% | $11,601-99.9% |