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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 | $231,637 | $135,956+70.4% | $123,894+87.0% | $273,972-15.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 2.55% | 56.63%-54.1pp | 47.52%-45.0pp | 41.46%-38.9pp |
| Employer contribution / active EE | $22,948 | $5,170+343.9% | $4,617+397.1% | $4,869+371.3% |
| Participant deferral / active EE | $8,341 | $6,343+31.5% | $5,984+39.4% | $5,287+57.8% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |