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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 | $231,322 | $211,105+9.6% | $178,449+29.6% | $145,978+58.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.18% | 30.19%-23.0pp | 27.09%-19.9pp | 550.52%-543.3pp |
| Employer contribution / active EE | $16,800 | $4,569+267.7% | $3,951+325.2% | $4,662+260.4% |
| Participant deferral / active EE | $3,932 | $6,959-43.5% | $6,277-37.4% | $6,690-41.2% |
| Admin fee / account holder | $0 | $12,017-100.0% | $10,362-100.0% | $13,400-100.0% |