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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 | $164,098 | $171,867-4.5% | $149,721+9.6% | $147,586+11.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 8.63% | 2113.36%-2104.7pp | 1501.67%-1493.0pp | 578.59%-570.0pp |
| Employer contribution / active EE | $4,232 | $6,275-32.6% | $5,444-22.3% | $4,876-13.2% |
| Participant deferral / active EE | $7,342 | $7,270+1.0% | $6,568+11.8% | $5,439+35.0% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |