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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 | $195,057 | $111,301+75.3% | $112,977+72.7% | $158,982+22.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 5.36% | 26.40%-21.0pp | 24.24%-18.9pp | 302.99%-297.6pp |
| Employer contribution / active EE | $19,295 | $4,471+331.5% | $4,255+353.5% | $4,763+305.1% |
| Participant deferral / active EE | $13,940 | $5,880+137.1% | $5,836+138.9% | $5,983+133.0% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,294-100.0% | $11,252-100.0% |