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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 | $125,961 | $154,228-18.3% | $145,433-13.4% | $137,256-8.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.72% | 74.59%-64.9pp | 66.58%-56.9pp | 220.34%-210.6pp |
| Employer contribution / active EE | $20,018 | $4,804+316.7% | $4,554+339.5% | $4,156+381.7% |
| Participant deferral / active EE | $11,750 | $8,216+43.0% | $7,897+48.8% | $6,407+83.4% |
| Admin fee / account holder | $86 | $14,344-99.4% | $13,129-99.3% | $12,270-99.3% |