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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 | $98,275 | $209,336-53.1% | $197,124-50.1% | $137,256-28.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 5.05% | 48.09%-43.0pp | 44.34%-39.3pp | 220.34%-215.3pp |
| Employer contribution / active EE | $14,076 | $6,591+113.6% | $6,227+126.0% | $4,156+238.7% |
| Participant deferral / active EE | $19,111 | $9,614+98.8% | $9,135+109.2% | $6,407+198.3% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |