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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 | $207,060 | $157,304+31.6% | $141,197+46.6% | $152,909+35.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 10.98% | 64.34%-53.4pp | 71.41%-60.4pp | 345.46%-334.5pp |
| Employer contribution / active EE | $3,940 | $5,263-25.1% | $4,736-16.8% | $4,764-17.3% |
| Participant deferral / active EE | $16,061 | $7,111+125.9% | $6,710+139.4% | $5,851+174.5% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |