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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 | $178,105 | $117,904+51.1% | $102,457+73.8% | $145,978+22.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 4.68% | 31.80%-27.1pp | 29.41%-24.7pp | 550.52%-545.8pp |
| Employer contribution / active EE | $15,990 | $3,613+342.5% | $3,022+429.1% | $4,662+243.0% |
| Participant deferral / active EE | $26,750 | $5,733+366.6% | $5,054+429.3% | $6,690+299.9% |
| Admin fee / account holder | $0 | $13,329-100.0% | $9,451-100.0% | $13,400-100.0% |