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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 | $136,012 | $110,337+23.3% | $102,383+32.8% | $145,877-6.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.96% | 24.83%-15.9pp | 24.94%-16.0pp | 551.28%-542.3pp |
| Employer contribution / active EE | $5,736 | $4,216+36.1% | $3,870+48.2% | $4,663+23.0% |
| Participant deferral / active EE | $26,750 | $5,621+375.9% | $5,060+428.7% | $6,691+299.8% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |