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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 | $204,561 | $185,883+10.0% | $170,043+20.3% | $139,466+46.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 8.56% | 60.54%-52.0pp | 53.40%-44.8pp | 373.66%-365.1pp |
| Employer contribution / active EE | $6,311 | $7,596-16.9% | $6,790-7.1% | $4,754+32.7% |
| Participant deferral / active EE | $21,300 | $11,626+83.2% | $10,410+104.6% | $6,712+217.3% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |