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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 | $188,145 | $172,111+9.3% | $150,298+25.2% | $137,256+37.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 4.59% | 69.37%-64.8pp | 62.79%-58.2pp | 220.34%-215.8pp |
| Employer contribution / active EE | $3,637 | $4,636-21.6% | $4,154-12.4% | $4,156-12.5% |
| Participant deferral / active EE | $10,000 | $6,166+62.2% | $5,453+83.4% | $6,407+56.1% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |