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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 | $201,259-6.8% | $184,200+1.9% | $145,959+28.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 0.99% | 28.98%-28.0pp | 28.80%-27.8pp | 561.95%-561.0pp |
| Employer contribution / active EE | $11,288 | $7,018+60.8% | $6,424+75.7% | $4,661+142.2% |
| Participant deferral / active EE | $5,000 | $9,806-49.0% | $9,132-45.2% | $6,689-25.2% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |