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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 | $234,539 | $154,228+52.1% | $145,433+61.3% | $137,256+70.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 5.00% | 74.59%-69.6pp | 66.58%-61.6pp | 220.34%-215.3pp |
| Employer contribution / active EE | $6,946 | $4,804+44.6% | $4,554+52.5% | $4,156+67.1% |
| Participant deferral / active EE | $30,141 | $8,216+266.8% | $7,897+281.7% | $6,407+370.4% |
| Admin fee / account holder | $25 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |