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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 | $199,739 | $176,794+13.0% | $146,647+36.2% | $167,553+19.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 0.29% | 24.04%-23.7pp | 22.75%-22.5pp | 478.89%-478.6pp |
| Employer contribution / active EE | $15,000 | $5,161+190.6% | $4,137+262.6% | $4,840+209.9% |
| Participant deferral / active EE | $22,750 | $6,440+253.2% | $5,506+313.2% | $6,343+258.7% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,281-100.0% | $12,316-100.0% |