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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 | $226,849 | $111,814+102.9% | $103,374+119.4% | $145,959+55.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.06% | 24.77%-16.7pp | 24.89%-16.8pp | 561.95%-553.9pp |
| Employer contribution / active EE | $18,858 | $4,214+347.5% | $3,869+387.4% | $4,661+304.6% |
| Participant deferral / active EE | $6,449 | $5,618+14.8% | $5,058+27.5% | $6,689-3.6% |
| Admin fee / account holder | $270 | $9,754-97.2% | $8,394-96.8% | $13,398-98.0% |