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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 | $230,942 | $124,980+84.8% | $108,359+113.1% | $154,746+49.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 7.37% | 45.00%-37.6pp | 36.89%-29.5pp | 172.34%-165.0pp |
| Employer contribution / active EE | $5,567 | $2,851+95.3% | $2,399+132.0% | $4,379+27.1% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $57 | $11,502-99.5% | $9,741-99.4% | $14,365-99.6% |