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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 | $167,733 | $183,592-8.6% | $155,574+7.8% | $145,877+15.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.21% | 61.37%-53.2pp | 64.87%-56.7pp | 551.28%-543.1pp |
| Employer contribution / active EE | $14,899 | $5,317+180.2% | $4,676+218.7% | $4,663+219.5% |
| Participant deferral / active EE | $10,063 | $6,466+55.6% | $5,629+78.8% | $6,691+50.4% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |