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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 | $204,850 | $165,399+23.9% | $149,745+36.8% | $158,982+28.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.82% | 348.34%-341.5pp | 276.72%-269.9pp | 302.99%-296.2pp |
| Employer contribution / active EE | $9,753 | $5,105+91.1% | $4,646+109.9% | $4,763+104.8% |
| Participant deferral / active EE | $3,797 | $7,183-47.1% | $6,843-44.5% | $5,983-36.5% |
| Admin fee / account holder | $7 | $10,811-99.9% | $9,312-99.9% | $11,252-99.9% |