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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 | $100,531 | $174,379-42.3% | $152,093-33.9% | $138,895-27.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 9.26% | 74.86%-65.6pp | 66.36%-57.1pp | 145.39%-136.1pp |
| Employer contribution / active EE | $11,129 | $4,652+139.2% | $4,175+166.6% | $4,194+165.3% |
| Participant deferral / active EE | $5,365 | $6,159-12.9% | $5,451-1.6% | $6,396-16.1% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |