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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 | $132,636 | $201,372-34.1% | $184,260-28.0% | $145,884-9.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 4.03% | 29.04%-25.0pp | 28.84%-24.8pp | 551.85%-547.8pp |
| Employer contribution / active EE | $4,797 | $7,024-31.7% | $6,427-25.4% | $4,662+2.9% |
| Participant deferral / active EE | $11,500 | $9,808+17.3% | $9,133+25.9% | $6,690+71.9% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |