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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 | $166,676 | $174,379-4.4% | $152,093+9.6% | $138,895+20.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 10.16% | 74.86%-64.7pp | 66.36%-56.2pp | 145.39%-135.2pp |
| Employer contribution / active EE | $10,917 | $4,652+134.7% | $4,175+161.5% | $4,194+160.3% |
| Participant deferral / active EE | $7,490 | $6,159+21.6% | $5,451+37.4% | $6,396+17.1% |
| Admin fee / account holder | $239 | $16,880-98.6% | $14,497-98.4% | $12,562-98.1% |