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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 | $191,213 | $209,874-8.9% | $189,537+0.9% | $167,536+14.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 7.93% | 748.61%-740.7pp | 555.34%-547.4pp | 478.82%-470.9pp |
| Employer contribution / active EE | $19,800 | $6,913+186.4% | $6,161+221.4% | $4,839+309.2% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |