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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 | $223,823-21.7% | $211,142-17.0% | $154,746+13.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 7.64% | 50.39%-42.8pp | 46.84%-39.2pp | 172.34%-164.7pp |
| Employer contribution / active EE | $4,650 | $6,787-31.5% | $6,442-27.8% | $4,379+6.2% |
| Participant deferral / active EE | $16,003 | $9,750+64.1% | $9,284+72.4% | $6,730+137.8% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |