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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 | $200,043 | $148,629+34.6% | $135,982+47.1% | $139,487+43.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.48% | 79.33%-67.9pp | 68.32%-56.8pp | 373.84%-362.4pp |
| Employer contribution / active EE | $7,831 | $5,247+49.3% | $4,859+61.2% | $4,755+64.7% |
| Participant deferral / active EE | $7,785 | $8,102-3.9% | $7,760+0.3% | $6,713+16.0% |
| Admin fee / account holder | $91 | $12,406-99.3% | $10,767-99.2% | $11,407-99.2% |