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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 | $156,641 | $184,014-14.9% | $161,149-2.8% | $138,895+12.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 6.91% | 21.52%-14.6pp | 21.16%-14.2pp | 145.39%-138.5pp |
| Employer contribution / active EE | $11,280 | $5,055+123.1% | $4,360+158.7% | $4,194+168.9% |
| Participant deferral / active EE | $26,000 | $6,909+276.3% | $6,153+322.5% | $6,396+306.5% |
| Admin fee / account holder | $0 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |