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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 | $209,336+0.3% | $197,124+6.5% | $137,256+53.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 10.31% | 48.09%-37.8pp | 44.34%-34.0pp | 220.34%-210.0pp |
| Employer contribution / active EE | $7,015 | $6,591+6.4% | $6,227+12.6% | $4,156+68.8% |
| Participant deferral / active EE | $13,747 | $9,614+43.0% | $9,135+50.5% | $6,407+114.6% |
| Admin fee / account holder | $167 | $17,308-99.0% | $16,298-99.0% | $12,270-98.6% |