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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 | $124,374 | $156,398-20.5% | $147,318-15.6% | $138,895-10.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 8.91% | 78.75%-69.8pp | 70.43%-61.5pp | 145.39%-136.5pp |
| Employer contribution / active EE | $3,142 | $4,853-35.3% | $4,593-31.6% | $4,194-25.1% |
| Participant deferral / active EE | $18,470 | $8,237+124.2% | $7,906+133.6% | $6,396+188.8% |
| Admin fee / account holder | $1 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |