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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 | $175,304 | $209,336-16.3% | $197,124-11.1% | $137,256+27.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 7.64% | 48.09%-40.5pp | 44.34%-36.7pp | 220.34%-212.7pp |
| Employer contribution / active EE | $4,650 | $6,591-29.4% | $6,227-25.3% | $4,156+11.9% |
| Participant deferral / active EE | $16,003 | $9,614+66.4% | $9,135+75.2% | $6,407+149.8% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |