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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 | $71,208+206.3% | $93,681+132.8% | $80,911+169.6% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 8.20% | 11.27%-3.1pp | 133.47%-125.3pp | 35.63%-27.4pp |
| Employer contribution / active EE | $3,567 | $1,564+128.0% | $2,422+47.3% | $2,756+29.5% |
| Participant deferral / active EE | $6,984 | $4,035+73.1% | $4,415+58.2% | $4,297+62.5% |
| Admin fee / account holder | $48 | $6,951-99.3% | $8,290-99.4% | $6,935-99.3% |