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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 | $202,059 | $118,875+70.0% | $96,572+109.2% | $167,553+20.6% |
| Participation rate | 85.7% | 75.5%+10.2pp | 69.8%+15.9pp | 82.1%+3.6pp |
| Annual return | 4.06% | 50.50%-46.4pp | 37.79%-33.7pp | 478.89%-474.8pp |
| Employer contribution / active EE | $1,380 | $3,121-55.8% | $2,357-41.5% | $4,840-71.5% |
| Participant deferral / active EE | $7,140 | $4,617+54.7% | $3,850+85.5% | $6,343+12.6% |
| Admin fee / account holder | $229 | $8,070-97.2% | $6,183-96.3% | $12,316-98.1% |