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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 | $156,869 | $67,602+132.0% | $82,312+90.6% | $70,126+123.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 8.98% | 21.57%-12.6pp | 25.88%-16.9pp | 73.15%-64.2pp |
| Employer contribution / active EE | $7,273 | $1,755+314.4% | $2,428+199.5% | $2,343+210.5% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $81 | $4,512-98.2% | $5,608-98.6% | $4,645-98.3% |