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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 | $147,447 | $154,228-4.4% | $145,433+1.4% | $137,256+7.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 7.58% | 74.59%-67.0pp | 66.58%-59.0pp | 220.34%-212.8pp |
| Employer contribution / active EE | $19,629 | $4,804+308.6% | $4,554+331.0% | $4,156+372.3% |
| Participant deferral / active EE | $14,290 | $8,216+73.9% | $7,897+80.9% | $6,407+123.0% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |