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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 | $174,379+7.9% | $152,093+23.7% | $138,895+35.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 4.59% | 74.86%-70.3pp | 66.36%-61.8pp | 145.39%-140.8pp |
| Employer contribution / active EE | $3,637 | $4,652-21.8% | $4,175-12.9% | $4,194-13.3% |
| Participant deferral / active EE | $10,000 | $6,159+62.4% | $5,451+83.4% | $6,396+56.3% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |