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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 | $126,487 | $103,393+22.3% | $87,103+45.2% | $152,909-17.3% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.9%+3.1pp | 82.5%-2.5pp |
| Annual return | 10.04% | 28.10%-18.1pp | 28.19%-18.2pp | 345.46%-335.4pp |
| Employer contribution / active EE | $4,660 | $3,221+44.7% | $2,521+84.8% | $4,764-2.2% |
| Participant deferral / active EE | $7,179 | $4,778+50.2% | $4,049+77.3% | $5,851+22.7% |
| Admin fee / account holder | $0 | $12,195-100.0% | $7,491-100.0% | $11,601-100.0% |