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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 | $161,519 | $162,821-0.8% | $133,978+20.6% | $158,982+1.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 0.37% | 41.95%-41.6pp | 45.10%-44.7pp | 302.99%-302.6pp |
| Employer contribution / active EE | $12,300 | $4,976+147.2% | $3,919+213.9% | $4,763+158.3% |
| Participant deferral / active EE | $22,000 | $5,910+272.2% | $5,047+335.9% | $5,983+267.7% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |