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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 | $134,372 | $172,111-21.9% | $150,298-10.6% | $137,256-2.1% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 10.73% | 69.37%-58.6pp | 62.79%-52.1pp | 220.34%-209.6pp |
| Employer contribution / active EE | $6,667 | $4,636+43.8% | $4,154+60.5% | $4,156+60.4% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |