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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 | $212,386-17.5% | $199,883-12.3% | $138,895+26.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 7.64% | 47.75%-40.1pp | 43.81%-36.2pp | 145.39%-137.8pp |
| Employer contribution / active EE | $4,650 | $6,625-29.8% | $6,261-25.7% | $4,194+10.9% |
| Participant deferral / active EE | $16,003 | $9,617+66.4% | $9,138+75.1% | $6,396+150.2% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |