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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 | $190,764 | $185,856+2.6% | $170,028+12.2% | $139,456+36.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 4.90% | 60.52%-55.6pp | 53.39%-48.5pp | 373.45%-368.5pp |
| Employer contribution / active EE | $23,491 | $7,593+209.4% | $6,788+246.1% | $4,753+394.3% |
| Participant deferral / active EE | $13,333 | $11,623+14.7% | $10,409+28.1% | $6,711+98.7% |
| Admin fee / account holder | $237 | $15,387-98.5% | $12,820-98.2% | $11,407-97.9% |