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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 | $238,758 | $157,276+51.8% | $141,177+69.1% | $152,885+56.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 7.85% | 64.33%-56.5pp | 71.40%-63.5pp | 345.39%-337.5pp |
| Employer contribution / active EE | $19,704 | $5,262+274.5% | $4,736+316.1% | $4,763+313.7% |
| Participant deferral / active EE | $11,150 | $7,110+56.8% | $6,710+66.2% | $5,851+90.6% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |