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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 | $71,230+206.2% | $93,727+132.7% | $80,959+169.4% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 8.20% | 11.26%-3.1pp | 133.83%-125.6pp | 35.67%-27.5pp |
| Employer contribution / active EE | $3,567 | $1,565+127.9% | $2,421+47.3% | $2,757+29.4% |
| Participant deferral / active EE | $6,984 | $4,037+73.0% | $4,417+58.1% | $4,300+62.4% |
| Admin fee / account holder | $48 | $6,961-99.3% | $8,292-99.4% | $6,925-99.3% |