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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 | $182,045 | $154,228+18.0% | $145,433+25.2% | $137,256+32.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 2.78% | 74.59%-71.8pp | 66.58%-63.8pp | 220.34%-217.6pp |
| Employer contribution / active EE | $24,855 | $4,804+417.4% | $4,554+445.7% | $4,156+498.0% |
| Participant deferral / active EE | $20,000 | $8,216+143.4% | $7,897+153.2% | $6,407+212.2% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |