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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 | $112,509 | $154,228-27.1% | $145,433-22.6% | $137,256-18.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.23% | 74.59%-64.4pp | 66.58%-56.3pp | 220.34%-210.1pp |
| Employer contribution / active EE | $4,645 | $4,804-3.3% | $4,554+2.0% | $4,156+11.8% |
| Participant deferral / active EE | $17,300 | $8,216+110.6% | $7,897+119.1% | $6,407+170.0% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |