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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 | $123,167 | $201,370-38.8% | $184,256-33.2% | $145,897-15.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.41% | 29.05%-21.6pp | 28.85%-21.4pp | 552.29%-544.9pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $21,000 | $9,808+114.1% | $9,133+129.9% | $6,689+213.9% |
| Admin fee / account holder | $188 | $16,364-98.8% | $13,899-98.6% | $13,390-98.6% |