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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 | $107,832 | $201,344-46.4% | $184,243-41.5% | $145,877-26.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 4.55% | 29.01%-24.5pp | 28.82%-24.3pp | 551.28%-546.7pp |
| Employer contribution / active EE | $7,050 | $7,022+0.4% | $6,427+9.7% | $4,663+51.2% |
| Participant deferral / active EE | $19,930 | $9,807+103.2% | $9,132+118.2% | $6,691+197.9% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |