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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 | $194,981 | $162,136+20.3% | $152,301+28.0% | $154,746+26.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 5.11% | 91.02%-85.9pp | 80.50%-75.4pp | 172.34%-167.2pp |
| Employer contribution / active EE | $11,513 | $4,890+135.4% | $4,624+149.0% | $4,379+162.9% |
| Participant deferral / active EE | $20,743 | $8,341+148.7% | $8,004+159.2% | $6,730+208.2% |
| Admin fee / account holder | $5 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |