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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 | $196,762 | $154,228+27.6% | $145,433+35.3% | $137,256+43.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 2.04% | 74.59%-72.5pp | 66.58%-64.5pp | 220.34%-218.3pp |
| Employer contribution / active EE | $45,047 | $4,804+837.7% | $4,554+889.1% | $4,156+983.9% |
| Participant deferral / active EE | $23,500 | $8,216+186.0% | $7,897+197.6% | $6,407+266.8% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |