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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 | $181,796 | $165,381+9.9% | $149,730+21.4% | $158,966+14.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.05% | 348.29%-344.2pp | 276.70%-272.6pp | 302.95%-298.9pp |
| Employer contribution / active EE | $3,634 | $5,104-28.8% | $4,645-21.8% | $4,762-23.7% |
| Participant deferral / active EE | $7,466 | $7,182+3.9% | $6,843+9.1% | $5,983+24.8% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |