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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 | $201,370-6.8% | $184,256+1.8% | $145,897+28.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 0.99% | 29.05%-28.1pp | 28.85%-27.9pp | 552.29%-551.3pp |
| Employer contribution / active EE | $11,288 | $7,024+60.7% | $6,427+75.6% | $4,663+142.1% |
| Participant deferral / active EE | $5,000 | $9,808-49.0% | $9,133-45.3% | $6,689-25.3% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |