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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 | $235,529 | $183,539+28.3% | $155,556+51.4% | $145,897+61.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.14% | 61.31%-53.2pp | 64.84%-56.7pp | 552.29%-544.2pp |
| Employer contribution / active EE | $2,052 | $5,315-61.4% | $4,675-56.1% | $4,663-56.0% |
| Participant deferral / active EE | $10,744 | $6,467+66.1% | $5,631+90.8% | $6,689+60.6% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |