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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 | $209,991 | $223,823-6.2% | $211,142-0.5% | $154,746+35.7% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 10.31% | 50.39%-40.1pp | 46.84%-36.5pp | 172.34%-162.0pp |
| Employer contribution / active EE | $7,015 | $6,787+3.4% | $6,442+8.9% | $4,379+60.2% |
| Participant deferral / active EE | $13,747 | $9,750+41.0% | $9,284+48.1% | $6,730+104.2% |
| Admin fee / account holder | $167 | $19,707-99.2% | $19,076-99.1% | $14,365-98.8% |