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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 | $203,694 | $148,623+37.1% | $135,974+49.8% | $139,466+46.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.40% | 79.30%-67.9pp | 68.30%-56.9pp | 373.66%-362.3pp |
| Employer contribution / active EE | $9,726 | $5,246+85.4% | $4,859+100.2% | $4,754+104.6% |
| Participant deferral / active EE | $6,996 | $8,103-13.7% | $7,760-9.8% | $6,712+4.2% |
| Admin fee / account holder | $178 | $12,406-98.6% | $10,767-98.3% | $11,409-98.4% |