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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 | $216,852 | $93,617+131.6% | $135,982+59.5% | $75,177+188.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 4.70% | 30.89%-26.2pp | 68.32%-63.6pp | 160.75%-156.1pp |
| Employer contribution / active EE | $9,192 | $3,538+159.8% | $4,859+89.2% | $2,671+244.1% |
| Participant deferral / active EE | $10,285 | $6,406+60.5% | $7,760+32.5% | $4,126+149.2% |
| Admin fee / account holder | $205 | $6,980-97.1% | $10,767-98.1% | $5,651-96.4% |