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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 | $111,518 | $117,859-5.4% | $102,438+8.9% | $145,959-23.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.42% | 31.72%-23.3pp | 29.37%-20.9pp | 561.95%-553.5pp |
| Employer contribution / active EE | $3,056 | $3,615-15.5% | $3,024+1.1% | $4,661-34.4% |
| Participant deferral / active EE | $7,210 | $5,732+25.8% | $5,054+42.7% | $6,689+7.8% |
| Admin fee / account holder | $0 | $13,318-100.0% | $9,448-100.0% | $13,398-100.0% |