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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 | $150,730 | $208,088-27.6% | $186,193-19.0% | $154,746-2.6% |
| Participation rate | 93.3% | 80.0%+13.3pp | 77.1%+16.2pp | 80.7%+12.6pp |
| Annual return | 8.39% | 89.97%-81.6pp | 78.03%-69.6pp | 172.34%-164.0pp |
| Employer contribution / active EE | $7,577 | $4,340+74.6% | $3,918+93.4% | $4,379+73.0% |
| Participant deferral / active EE | $11,333 | $7,078+60.1% | $6,513+74.0% | $6,730+68.4% |
| Admin fee / account holder | $11 | $11,698-99.9% | $11,058-99.9% | $14,365-99.9% |