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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 | $88,141 | $148,623-40.7% | $135,974-35.2% | $139,466-36.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.61% | 79.30%-67.7pp | 68.30%-56.7pp | 373.66%-362.0pp |
| Employer contribution / active EE | $12,872 | $5,246+145.3% | $4,859+164.9% | $4,754+170.8% |
| Participant deferral / active EE | $26,400 | $8,103+225.8% | $7,760+240.2% | $6,712+293.3% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |