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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 | $201,467 | $184,000+9.5% | $162,185+24.2% | $152,909+31.8% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.5%-2.5pp |
| Annual return | 12.07% | 150.80%-138.7pp | 115.61%-103.5pp | 345.46%-333.4pp |
| Employer contribution / active EE | $3,527 | $6,370-44.6% | $5,613-37.2% | $4,764-26.0% |
| Participant deferral / active EE | $9,545 | $8,033+18.8% | $7,297+30.8% | $5,851+63.1% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |