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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 | $199,084 | $124,351+60.1% | $109,188+82.3% | $167,553+18.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 6.56% | 26.04%-19.5pp | 25.76%-19.2pp | 478.89%-472.3pp |
| Employer contribution / active EE | $2,441 | $4,210-42.0% | $3,723-34.4% | $4,840-49.6% |
| Participant deferral / active EE | $1,872 | $5,257-64.4% | $4,654-59.8% | $6,343-70.5% |
| Admin fee / account holder | $0 | $7,975-100.0% | $6,755-100.0% | $12,316-100.0% |