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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 | $221,301 | $185,856+19.1% | $170,028+30.2% | $139,456+58.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 10.21% | 60.52%-50.3pp | 53.39%-43.2pp | 373.45%-363.2pp |
| Employer contribution / active EE | $11,515 | $7,593+51.7% | $6,788+69.6% | $4,753+142.3% |
| Participant deferral / active EE | $11,017 | $11,623-5.2% | $10,409+5.8% | $6,711+64.2% |
| Admin fee / account holder | $0 | $15,387-100.0% | $12,820-100.0% | $11,407-100.0% |