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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 | $86,194 | $209,336-58.8% | $197,124-56.3% | $137,256-37.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.57% | 48.09%-36.5pp | 44.34%-32.8pp | 220.34%-208.8pp |
| Employer contribution / active EE | $6,423 | $6,591-2.6% | $6,227+3.1% | $4,156+54.5% |
| Participant deferral / active EE | $10,219 | $9,614+6.3% | $9,135+11.9% | $6,407+59.5% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |