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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 | $240,825 | $197,637+21.9% | $177,848+35.4% | $158,982+51.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 4.15% | 58.77%-54.6pp | 48.33%-44.2pp | 302.99%-298.8pp |
| Employer contribution / active EE | $2,683 | $6,698-59.9% | $5,919-54.7% | $4,763-43.7% |
| Participant deferral / active EE | $8,934 | $8,405+6.3% | $7,714+15.8% | $5,983+49.3% |
| Admin fee / account holder | $292 | $15,406-98.1% | $12,431-97.6% | $11,252-97.4% |