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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 | $239,013 | $183,516+30.2% | $155,534+53.7% | $145,884+63.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 4.51% | 61.43%-56.9pp | 64.92%-60.4pp | 551.85%-547.3pp |
| Employer contribution / active EE | $13,032 | $5,315+145.2% | $4,675+178.8% | $4,662+179.5% |
| Participant deferral / active EE | $12,200 | $6,467+88.7% | $5,630+116.7% | $6,690+82.4% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |