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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 | $159,027 | $110,379+44.1% | $102,412+55.3% | $145,884+9.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.76% | 24.84%-17.1pp | 24.94%-17.2pp | 551.85%-544.1pp |
| Employer contribution / active EE | $2,157 | $4,216-48.8% | $3,870-44.3% | $4,662-53.7% |
| Participant deferral / active EE | $7,623 | $5,622+35.6% | $5,060+50.6% | $6,690+13.9% |
| Admin fee / account holder | $146 | $9,745-98.5% | $8,388-98.3% | $13,392-98.9% |