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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 | $142,545 | $101,063+41.0% | $81,473+75.0% | $147,585-3.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 6.76% | 32.41%-25.6pp | 38.78%-32.0pp | 578.58%-571.8pp |
| Employer contribution / active EE | $17,065 | $3,206+432.4% | $2,568+564.5% | $4,876+249.9% |
| Participant deferral / active EE | $9,899 | $4,242+133.3% | $3,537+179.9% | $5,439+82.0% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |