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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 | $192,469 | $110,337+74.4% | $102,383+88.0% | $145,877+31.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.31% | 24.83%-17.5pp | 24.94%-17.6pp | 551.28%-544.0pp |
| Employer contribution / active EE | $11,667 | $4,216+176.7% | $3,870+201.4% | $4,663+150.2% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |