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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 | $185,312-11.9% | $161,489+1.1% | $154,746+5.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 6.81% | 103.84%-97.0pp | 89.72%-82.9pp | 172.34%-165.5pp |
| Employer contribution / active EE | $40,635 | $4,769+752.0% | $4,268+852.0% | $4,379+827.9% |
| Participant deferral / active EE | $18,320 | $6,350+188.5% | $5,630+225.4% | $6,730+172.2% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |