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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 | $249,294 | $84,236+195.9% | $170,435+46.3% | $70,126+255.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 9.73% | 23.06%-13.3pp | 205.94%-196.2pp | 73.15%-63.4pp |
| Employer contribution / active EE | $11,411 | $3,387+236.9% | $5,432+110.1% | $2,343+387.1% |
| Participant deferral / active EE | $6,038 | $3,086+95.7% | $4,939+22.2% | $3,332+81.2% |
| Admin fee / account holder | $50 | $5,698-99.1% | $13,881-99.6% | $4,645-98.9% |