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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 | $181,710 | $154,228+17.8% | $145,433+24.9% | $137,256+32.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 7.86% | 74.59%-66.7pp | 66.58%-58.7pp | 220.34%-212.5pp |
| Employer contribution / active EE | $6,000 | $4,804+24.9% | $4,554+31.7% | $4,156+44.4% |
| Participant deferral / active EE | $14,000 | $8,216+70.4% | $7,897+77.3% | $6,407+118.5% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |