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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 | $183,932 | $185,905-1.1% | $170,057+8.2% | $139,487+31.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 7.70% | 60.56%-52.9pp | 53.42%-45.7pp | 373.84%-366.1pp |
| Employer contribution / active EE | $26,167 | $7,597+244.4% | $6,790+285.3% | $4,755+450.3% |
| Participant deferral / active EE | $21,008 | $11,627+80.7% | $10,411+101.8% | $6,713+213.0% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |