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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 | $190,764 | $185,883+2.6% | $170,043+12.2% | $139,466+36.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 4.90% | 60.54%-55.6pp | 53.40%-48.5pp | 373.66%-368.8pp |
| Employer contribution / active EE | $23,491 | $7,596+209.2% | $6,790+246.0% | $4,754+394.1% |
| Participant deferral / active EE | $13,333 | $11,626+14.7% | $10,410+28.1% | $6,712+98.7% |
| Admin fee / account holder | $237 | $15,393-98.5% | $12,824-98.2% | $11,409-97.9% |