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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 | $220,040 | $148,629+48.0% | $135,982+61.8% | $139,487+57.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.81% | 79.33%-69.5pp | 68.32%-58.5pp | 373.84%-364.0pp |
| Employer contribution / active EE | $1,779 | $5,247-66.1% | $4,859-63.4% | $4,755-62.6% |
| Participant deferral / active EE | $12,382 | $8,102+52.8% | $7,760+59.6% | $6,713+84.5% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |