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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 | $155,013 | $106,280+45.9% | $96,538+60.6% | $139,487+11.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 6.52% | 38.48%-32.0pp | 35.74%-29.2pp | 373.84%-367.3pp |
| Employer contribution / active EE | $19,339 | $4,107+370.9% | $3,740+417.0% | $4,755+306.7% |
| Participant deferral / active EE | $14,497 | $5,457+165.7% | $4,880+197.0% | $6,713+116.0% |
| Admin fee / account holder | $15 | $7,888-99.8% | $6,737-99.8% | $11,407-99.9% |