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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 | $129,848 | $209,336-38.0% | $197,124-34.1% | $137,256-5.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 3.91% | 48.09%-44.2pp | 44.34%-40.4pp | 220.34%-216.4pp |
| Employer contribution / active EE | $13,800 | $6,591+109.4% | $6,227+121.6% | $4,156+232.0% |
| Participant deferral / active EE | $31,000 | $9,614+222.4% | $9,135+239.4% | $6,407+383.9% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |