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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 | $123,768 | $201,372-38.5% | $184,260-32.8% | $145,884-15.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.09% | 29.04%-21.0pp | 28.84%-20.8pp | 551.85%-543.8pp |
| Employer contribution / active EE | $27,813 | $7,024+296.0% | $6,427+332.7% | $4,662+496.6% |
| Participant deferral / active EE | $21,699 | $9,808+121.2% | $9,133+137.6% | $6,690+224.4% |
| Admin fee / account holder | $81 | $16,362-99.5% | $13,898-99.4% | $13,392-99.4% |