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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 | $0 | $174,379-100.0% | $152,093-100.0% | $138,895-100.0% |
| Participation rate | 0.0% | 81.6%-81.6pp | 77.8%-77.8pp | 79.9%-79.9pp |
| Annual return | 10.78% | 74.86%-64.1pp | 66.36%-55.6pp | 145.39%-134.6pp |
| Employer contribution / active EE | $19,591 | $4,652+321.1% | $4,175+369.3% | $4,194+367.1% |
| Participant deferral / active EE | $31,000 | $6,159+403.3% | $5,451+468.7% | $6,396+384.7% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |