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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 | $155,555-5.2% | $146,866+0.4% | $155,188-5.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 7.58% | 115.41%-107.8pp | 102.85%-95.3pp | 148.84%-141.3pp |
| Employer contribution / active EE | $19,629 | $4,647+322.4% | $4,425+343.6% | $4,248+362.1% |
| Participant deferral / active EE | $14,290 | $8,044+77.6% | $7,759+84.2% | $6,531+118.8% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |