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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 | $196,394 | $212,386-7.5% | $199,883-1.7% | $138,895+41.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 4.61% | 47.75%-43.1pp | 43.81%-39.2pp | 145.39%-140.8pp |
| Employer contribution / active EE | $12,597 | $6,625+90.1% | $6,261+101.2% | $4,194+200.3% |
| Participant deferral / active EE | $0 | $9,617-100.0% | $9,138-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |