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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 | $235,361 | $124,425+89.2% | $112,040+110.1% | $137,256+71.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 4.62% | 24.72%-20.1pp | 24.52%-19.9pp | 220.34%-215.7pp |
| Employer contribution / active EE | $21,000 | $3,411+515.6% | $2,954+610.9% | $4,156+405.3% |
| Participant deferral / active EE | $29,750 | $5,718+420.3% | $5,098+483.6% | $6,407+364.4% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |