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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 | $110,337+105.6% | $102,383+121.6% | $145,877+55.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.06% | 24.83%-16.8pp | 24.94%-16.9pp | 551.28%-543.2pp |
| Employer contribution / active EE | $18,858 | $4,216+347.3% | $3,870+387.3% | $4,663+304.4% |
| Participant deferral / active EE | $6,449 | $5,621+14.7% | $5,060+27.5% | $6,691-3.6% |
| Admin fee / account holder | $270 | $9,750-97.2% | $8,391-96.8% | $13,402-98.0% |