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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 | $225,901 | $172,111+31.3% | $150,298+50.3% | $137,256+64.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.93% | 69.37%-58.4pp | 62.79%-51.9pp | 220.34%-209.4pp |
| Employer contribution / active EE | $12,300 | $4,636+165.3% | $4,154+196.1% | $4,156+196.0% |
| Participant deferral / active EE | $27,250 | $6,166+342.0% | $5,453+399.8% | $6,407+325.3% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |