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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 | $218,126 | $71,197+206.4% | $93,669+132.9% | $80,925+169.5% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 8.20% | 11.27%-3.1pp | 133.59%-125.4pp | 35.65%-27.4pp |
| Employer contribution / active EE | $3,567 | $1,565+128.0% | $2,424+47.2% | $2,756+29.4% |
| Participant deferral / active EE | $6,984 | $4,036+73.1% | $4,416+58.2% | $4,299+62.5% |
| Admin fee / account holder | $48 | $6,959-99.3% | $8,291-99.4% | $6,940-99.3% |