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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 | $126,811 | $176,077-28.0% | $159,455-20.5% | $167,518-24.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.11% | 331.83%-323.7pp | 263.63%-255.5pp | 478.71%-470.6pp |
| Employer contribution / active EE | $6,104 | $5,298+15.2% | $4,830+26.4% | $4,838+26.2% |
| Participant deferral / active EE | $9,233 | $7,751+19.1% | $7,353+25.6% | $6,342+45.6% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |