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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 | $124,213+39.0% | $118,106+46.2% | $154,746+11.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 81.9%+18.1pp | 80.7%+19.3pp |
| Annual return | 4.54% | 18.29%-13.7pp | 19.44%-14.9pp | 172.34%-167.8pp |
| Employer contribution / active EE | $21,375 | $4,905+335.8% | $4,698+354.9% | $4,379+388.1% |
| Participant deferral / active EE | $23,000 | $6,859+235.3% | $6,619+247.5% | $6,730+241.7% |
| Admin fee / account holder | $0 | $9,627-100.0% | $8,973-100.0% | $14,365-100.0% |