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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 | $187,639 | $201,344-6.8% | $184,243+1.8% | $145,877+28.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 0.99% | 29.01%-28.0pp | 28.82%-27.8pp | 551.28%-550.3pp |
| Employer contribution / active EE | $11,288 | $7,022+60.7% | $6,427+75.6% | $4,663+142.1% |
| Participant deferral / active EE | $5,000 | $9,807-49.0% | $9,132-45.2% | $6,691-25.3% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |