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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 | $208,514 | $201,370+3.5% | $184,256+13.2% | $145,897+42.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 3.34% | 29.05%-25.7pp | 28.85%-25.5pp | 552.29%-548.9pp |
| Employer contribution / active EE | $3,575 | $7,024-49.1% | $6,427-44.4% | $4,663-23.3% |
| Participant deferral / active EE | $12,103 | $9,808+23.4% | $9,133+32.5% | $6,689+80.9% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |