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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 | $212,386-38.9% | $199,883-35.0% | $138,895-6.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 3.91% | 47.75%-43.8pp | 43.81%-39.9pp | 145.39%-141.5pp |
| Employer contribution / active EE | $13,800 | $6,625+108.3% | $6,261+120.4% | $4,194+229.0% |
| Participant deferral / active EE | $31,000 | $9,617+222.3% | $9,138+239.2% | $6,396+384.7% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |