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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 | $138,358 | $157,304-12.0% | $141,197-2.0% | $152,909-9.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 10.66% | 64.34%-53.7pp | 71.41%-60.7pp | 345.46%-334.8pp |
| Employer contribution / active EE | $16,004 | $5,263+204.1% | $4,736+237.9% | $4,764+235.9% |
| Participant deferral / active EE | $20,500 | $7,111+188.3% | $6,710+205.5% | $5,851+250.3% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |