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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 | $119,816 | $183,516-34.7% | $155,534-23.0% | $145,884-17.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.85% | 61.43%-53.6pp | 64.92%-57.1pp | 551.85%-544.0pp |
| Employer contribution / active EE | $8,127 | $5,315+52.9% | $4,675+73.8% | $4,662+74.3% |
| Participant deferral / active EE | $20,333 | $6,467+214.4% | $5,630+261.1% | $6,690+204.0% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |