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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 | $201,716 | $101,798+98.2% | $165,071+22.2% | $80,935+149.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 7.50% | 16.73%-9.2pp | 70.17%-62.7pp | 35.66%-28.2pp |
| Employer contribution / active EE | $10,337 | $2,954+249.9% | $4,347+137.8% | $2,757+275.0% |
| Participant deferral / active EE | $8,267 | $4,476+84.7% | $6,035+37.0% | $4,299+92.3% |
| Admin fee / account holder | $292 | $8,221-96.5% | $12,695-97.7% | $6,924-95.8% |