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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 | $249,848 | $197,637+26.4% | $177,848+40.5% | $158,982+57.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 4.16% | 58.77%-54.6pp | 48.33%-44.2pp | 302.99%-298.8pp |
| Employer contribution / active EE | $15,488 | $6,698+131.2% | $5,919+161.7% | $4,763+225.2% |
| Participant deferral / active EE | $9,597 | $8,405+14.2% | $7,714+24.4% | $5,983+60.4% |
| Admin fee / account holder | $202 | $15,406-98.7% | $12,431-98.4% | $11,252-98.2% |