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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 | $220,336 | $183,539+20.0% | $155,556+41.6% | $145,897+51.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.11% | 61.31%-54.2pp | 64.84%-57.7pp | 552.29%-545.2pp |
| Employer contribution / active EE | $1,933 | $5,315-63.6% | $4,675-58.7% | $4,663-58.5% |
| Participant deferral / active EE | $8,134 | $6,467+25.8% | $5,631+44.5% | $6,689+21.6% |
| Admin fee / account holder | $215 | $19,275-98.9% | $15,885-98.6% | $13,390-98.4% |