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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 | $202,969 | $67,602+200.2% | $82,312+146.6% | $70,126+189.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 11.36% | 21.57%-10.2pp | 25.88%-14.5pp | 73.15%-61.8pp |
| Employer contribution / active EE | $9,576 | $1,755+445.7% | $2,428+294.3% | $2,343+308.8% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $107 | $4,512-97.6% | $5,608-98.1% | $4,645-97.7% |