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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 | $196,680 | $178,174+10.4% | $156,181+25.9% | $137,256+43.3% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.8%+1.2pp | 80.0%0pp |
| Annual return | 7.86% | 84.19%-76.3pp | 64.87%-57.0pp | 220.34%-212.5pp |
| Employer contribution / active EE | $1,296 | $4,972-73.9% | $4,294-69.8% | $4,156-68.8% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |