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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 | $167,916 | $135,956+23.5% | $123,894+35.5% | $273,972-38.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 0.46% | 56.63%-56.2pp | 47.52%-47.1pp | 41.46%-41.0pp |
| Employer contribution / active EE | $13,484 | $5,170+160.8% | $4,617+192.1% | $4,869+177.0% |
| Participant deferral / active EE | $13,676 | $6,343+115.6% | $5,984+128.5% | $5,287+158.7% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |