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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 | $224,972 | $159,978+40.6% | $147,041+53.0% | $145,978+54.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.73% | 98.36%-90.6pp | 419.21%-411.5pp | 550.52%-542.8pp |
| Employer contribution / active EE | $46,639 | $5,288+781.9% | $4,935+845.1% | $4,662+900.4% |
| Participant deferral / active EE | $32,536 | $8,429+286.0% | $8,071+303.1% | $6,690+386.4% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |