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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 | $215,183 | $110,830+94.2% | $86,625+148.4% | $167,553+28.4% |
| Participation rate | 80.0% | 75.8%+4.2pp | 71.6%+8.4pp | 82.1%-2.1pp |
| Annual return | 7.35% | 116.99%-109.6pp | 63.52%-56.2pp | 478.89%-471.5pp |
| Employer contribution / active EE | $1,847 | $3,245-43.1% | $2,496-26.0% | $4,840-61.8% |
| Participant deferral / active EE | $3,447 | $4,548-24.2% | $3,700-6.8% | $6,343-45.7% |
| Admin fee / account holder | $229 | $8,420-97.3% | $5,830-96.1% | $12,316-98.1% |