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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 | $193,355 | $183,539+5.3% | $155,556+24.3% | $145,897+32.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.26% | 61.31%-53.0pp | 64.84%-56.6pp | 552.29%-544.0pp |
| Employer contribution / active EE | $4,914 | $5,315-7.5% | $4,675+5.1% | $4,663+5.4% |
| Participant deferral / active EE | $9,564 | $6,467+47.9% | $5,631+69.8% | $6,689+43.0% |
| Admin fee / account holder | $180 | $19,275-99.1% | $15,885-98.9% | $13,390-98.7% |