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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 | $98,494 | $183,592-46.4% | $155,567-36.7% | $145,959-32.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.77% | 61.24%-53.5pp | 64.74%-57.0pp | 561.95%-554.2pp |
| Employer contribution / active EE | $17,023 | $5,315+220.3% | $4,674+264.2% | $4,661+265.2% |
| Participant deferral / active EE | $10,167 | $6,464+57.3% | $5,628+80.7% | $6,689+52.0% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |