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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 | $172,682 | $92,798+86.1% | $96,707+78.6% | $137,256+25.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 4.54% | 31.24%-26.7pp | 34.78%-30.2pp | 220.34%-215.8pp |
| Employer contribution / active EE | $21,375 | $4,147+415.4% | $4,191+410.0% | $4,156+414.3% |
| Participant deferral / active EE | $23,000 | $5,877+291.4% | $5,997+283.5% | $6,407+259.0% |
| Admin fee / account holder | $0 | $7,946-100.0% | $7,503-100.0% | $12,270-100.0% |