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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 | $161,999 | $108,911+48.7% | $100,392+61.4% | $145,884+11.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.68% | 58.23%-48.5pp | 49.45%-39.8pp | 551.85%-542.2pp |
| Employer contribution / active EE | $25,800 | $4,420+483.7% | $3,941+554.6% | $4,662+453.4% |
| Participant deferral / active EE | $24,150 | $8,459+185.5% | $8,090+198.5% | $6,690+261.0% |
| Admin fee / account holder | $15 | $9,698-99.8% | $7,904-99.8% | $13,392-99.9% |