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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 | $158,363 | $105,856+49.6% | $90,161+75.6% | $147,585+7.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 7.95% | 37.63%-29.7pp | 34.89%-26.9pp | 578.58%-570.6pp |
| Employer contribution / active EE | $5,806 | $4,126+40.7% | $3,318+75.0% | $4,876+19.1% |
| Participant deferral / active EE | $12,000 | $5,733+109.3% | $5,287+127.0% | $5,439+120.6% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |