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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 | $185,666 | $159,934+16.1% | $147,005+26.3% | $145,959+27.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.52% | 98.24%-90.7pp | 418.76%-411.2pp | 561.95%-554.4pp |
| Employer contribution / active EE | $24,932 | $5,287+371.5% | $4,934+405.3% | $4,661+434.9% |
| Participant deferral / active EE | $18,645 | $8,427+121.2% | $8,070+131.1% | $6,689+178.8% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |