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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 | $182,486 | $149,778+21.8% | $118,946+53.4% | $158,950+14.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 1.43% | 19.95%-18.5pp | 35.89%-34.5pp | 302.91%-301.5pp |
| Employer contribution / active EE | $14,909 | $4,117+262.1% | $3,263+356.9% | $4,762+213.1% |
| Participant deferral / active EE | $26,000 | $5,225+397.6% | $4,266+509.5% | $5,983+334.6% |
| Admin fee / account holder | $0 | $8,604-100.0% | $6,581-100.0% | $11,248-100.0% |