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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 | $171,988 | $223,823-23.2% | $211,142-18.5% | $154,746+11.1% |
| Participation rate | 89.5% | 87.9%+1.6pp | 87.3%+2.2pp | 80.7%+8.8pp |
| Annual return | 7.09% | 50.39%-43.3pp | 46.84%-39.7pp | 172.34%-165.3pp |
| Employer contribution / active EE | $8,007 | $6,787+18.0% | $6,442+24.3% | $4,379+82.8% |
| Participant deferral / active EE | $8,587 | $9,750-11.9% | $9,284-7.5% | $6,730+27.6% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |