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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 | $128,067 | $100,970+26.8% | $96,576+32.6% | $137,256-6.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 7.93% | 38.16%-30.2pp | 38.47%-30.5pp | 220.34%-212.4pp |
| Employer contribution / active EE | $22,586 | $3,809+492.9% | $3,553+535.7% | $4,156+443.5% |
| Participant deferral / active EE | $23,639 | $8,286+185.3% | $7,956+197.1% | $6,407+269.0% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |