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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 | $135,576 | $183,592-26.2% | $155,574-12.9% | $145,877-7.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.64% | 61.37%-53.7pp | 64.87%-57.2pp | 551.28%-543.6pp |
| Employer contribution / active EE | $22,362 | $5,317+320.6% | $4,676+378.2% | $4,663+379.6% |
| Participant deferral / active EE | $15,250 | $6,466+135.8% | $5,629+170.9% | $6,691+127.9% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |