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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 | $186,941 | $107,368+74.1% | $92,915+101.2% | $152,909+22.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 9.61% | 145.64%-136.0pp | 109.45%-99.8pp | 345.46%-335.9pp |
| Employer contribution / active EE | $10,002 | $4,222+136.9% | $3,653+173.8% | $4,764+110.0% |
| Participant deferral / active EE | $7,702 | $4,848+58.9% | $4,238+81.7% | $5,851+31.6% |
| Admin fee / account holder | $150 | $7,082-97.9% | $5,796-97.4% | $11,601-98.7% |