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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 | $157,645 | $100,970+56.1% | $96,576+63.2% | $137,256+14.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 9.08% | 38.16%-29.1pp | 38.47%-29.4pp | 220.34%-211.3pp |
| Employer contribution / active EE | $11,000 | $3,809+188.8% | $3,553+209.6% | $4,156+164.7% |
| Participant deferral / active EE | $0 | $8,286-100.0% | $7,956-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |