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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 | $146,698 | $185,883-21.1% | $170,043-13.7% | $139,466+5.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 7.96% | 60.54%-52.6pp | 53.40%-45.4pp | 373.66%-365.7pp |
| Employer contribution / active EE | $5,186 | $7,596-31.7% | $6,790-23.6% | $4,754+9.1% |
| Participant deferral / active EE | $15,000 | $11,626+29.0% | $10,410+44.1% | $6,712+123.5% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |