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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 | $210,320 | $201,259+4.5% | $184,200+14.2% | $145,959+44.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 3.38% | 28.98%-25.6pp | 28.80%-25.4pp | 561.95%-558.6pp |
| Employer contribution / active EE | $33,415 | $7,018+376.1% | $6,424+420.2% | $4,661+616.9% |
| Participant deferral / active EE | $16,596 | $9,806+69.2% | $9,132+81.7% | $6,689+148.1% |
| Admin fee / account holder | $6 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |