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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 | $241,079 | $148,623+62.2% | $135,974+77.3% | $139,466+72.9% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 9.04% | 79.30%-70.3pp | 68.30%-59.3pp | 373.66%-364.6pp |
| Employer contribution / active EE | $2,993 | $5,246-43.0% | $4,859-38.4% | $4,754-37.1% |
| Participant deferral / active EE | $18,750 | $8,103+131.4% | $7,760+141.6% | $6,712+179.4% |
| Admin fee / account holder | $24 | $12,406-99.8% | $10,767-99.8% | $11,409-99.8% |