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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 | $238,345 | $110,410+115.9% | $102,437+132.7% | $145,897+63.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.62% | 24.85%-17.2pp | 24.95%-17.3pp | 552.29%-544.7pp |
| Employer contribution / active EE | $18,629 | $4,217+341.7% | $3,871+381.3% | $4,663+299.5% |
| Participant deferral / active EE | $10,010 | $5,622+78.1% | $5,060+97.8% | $6,689+49.6% |
| Admin fee / account holder | $197 | $9,745-98.0% | $8,388-97.7% | $13,390-98.5% |