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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 | $236,013 | $198,462+18.9% | $170,439+38.5% | $147,585+59.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 7.03% | 257.30%-250.3pp | 205.94%-198.9pp | 578.58%-571.6pp |
| Employer contribution / active EE | $16,829 | $6,184+172.2% | $5,433+209.8% | $4,876+245.1% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |