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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 | $243,547 | $124,330+95.9% | $109,173+123.1% | $167,536+45.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 2.72% | 26.04%-23.3pp | 25.75%-23.0pp | 478.82%-476.1pp |
| Employer contribution / active EE | $1,699 | $4,209-59.6% | $3,723-54.4% | $4,839-64.9% |
| Participant deferral / active EE | $9,750 | $5,256+85.5% | $4,654+109.5% | $6,342+53.7% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |