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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 | $163,229 | $172,111-5.2% | $150,298+8.6% | $137,256+18.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 6.81% | 69.37%-62.6pp | 62.79%-56.0pp | 220.34%-213.5pp |
| Employer contribution / active EE | $40,635 | $4,636+776.5% | $4,154+878.2% | $4,156+877.7% |
| Participant deferral / active EE | $18,320 | $6,166+197.1% | $5,453+236.0% | $6,407+185.9% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |