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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 | $208,901 | $115,917+80.2% | $100,535+107.8% | $158,982+31.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 7.13% | 34.80%-27.7pp | 30.90%-23.8pp | 302.99%-295.9pp |
| Employer contribution / active EE | $1,976 | $4,105-51.9% | $3,419-42.2% | $4,763-58.5% |
| Participant deferral / active EE | $5,056 | $6,677-24.3% | $6,271-19.4% | $5,983-15.5% |
| Admin fee / account holder | $0 | $11,002-100.0% | $8,085-100.0% | $11,252-100.0% |