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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 | $177,572 | $140,592+26.3% | $123,105+44.2% | $125,389+41.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -8.80% | 16.80%-25.6pp | 13.22%-22.0pp | 282.24%-291.0pp |
| Employer contribution / active EE | $12,462 | $6,041+106.3% | $5,151+141.9% | $4,866+156.1% |
| Participant deferral / active EE | $11,500 | $6,980+64.8% | $6,229+84.6% | $5,352+114.9% |
| Admin fee / account holder | $8 | $11,198-99.9% | $9,014-99.9% | $9,541-99.9% |