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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 | $224,809 | $162,136+38.7% | $152,301+47.6% | $154,746+45.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 2.77% | 91.02%-88.2pp | 80.50%-77.7pp | 172.34%-169.6pp |
| Employer contribution / active EE | $26,173 | $4,890+435.2% | $4,624+466.0% | $4,379+497.7% |
| Participant deferral / active EE | $23,500 | $8,341+181.7% | $8,004+193.6% | $6,730+249.2% |
| Admin fee / account holder | $20 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |