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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 | $169,029 | $70,121+141.1% | $63,803+164.9% | $138,895+21.7% |
| Participation rate | 80.0% | 77.2%+2.8pp | 72.7%+7.3pp | 79.9%+0.1pp |
| Annual return | 10.14% | 946.48%-936.3pp | 543.72%-533.6pp | 145.39%-135.3pp |
| Employer contribution / active EE | $7,292 | $2,882+153.0% | $2,532+188.0% | $4,194+73.9% |
| Participant deferral / active EE | $9,464 | $4,535+108.7% | $3,843+146.3% | $6,396+48.0% |
| Admin fee / account holder | $185 | $6,738-97.2% | $5,196-96.4% | $12,562-98.5% |