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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 | $93,410 | $154,228-39.4% | $145,433-35.8% | $137,256-31.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 7.24% | 74.59%-67.3pp | 66.58%-59.3pp | 220.34%-213.1pp |
| Employer contribution / active EE | $9,267 | $4,804+92.9% | $4,554+103.5% | $4,156+123.0% |
| Participant deferral / active EE | $20,667 | $8,216+151.5% | $7,897+161.7% | $6,407+222.6% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |