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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 | $181,769 | $157,270+15.6% | $141,173+28.8% | $152,870+18.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 10.61% | 64.33%-53.7pp | 71.40%-60.8pp | 345.34%-334.7pp |
| Employer contribution / active EE | $29,667 | $5,261+463.9% | $4,735+526.5% | $4,763+522.9% |
| Participant deferral / active EE | $18,168 | $7,110+155.5% | $6,710+170.8% | $5,850+210.5% |
| Admin fee / account holder | $0 | $12,121-100.0% | $10,262-100.0% | $11,597-100.0% |