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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 | $160,953 | $76,312+110.9% | $67,221+139.4% | $158,982+1.2% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 7.11% | 22.77%-15.7pp | 20.72%-13.6pp | 302.99%-295.9pp |
| Employer contribution / active EE | $14,820 | $4,476+231.1% | $3,723+298.0% | $4,763+211.2% |
| Participant deferral / active EE | $3,600 | $5,264-31.6% | $4,384-17.9% | $5,983-39.8% |
| Admin fee / account holder | $0 | $8,005-100.0% | $5,844-100.0% | $11,252-100.0% |