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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 | $123,979 | $112,729+10.0% | $98,716+25.6% | $137,256-9.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 9.72% | 38.48%-28.8pp | 31.81%-22.1pp | 220.34%-210.6pp |
| Employer contribution / active EE | $13,320 | $2,725+388.8% | $2,279+484.6% | $4,156+220.5% |
| Participant deferral / active EE | $9,531 | $4,640+105.4% | $4,048+135.5% | $6,407+48.8% |
| Admin fee / account holder | $112 | $10,129-98.9% | $8,703-98.7% | $12,270-99.1% |