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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 | $131,886 | $57,828+128.1% | $117,039+12.7% | $70,126+88.1% |
| Participation rate | 100.0% | 67.1%+32.9pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 11.47% | 17.55%-6.1pp | 18.95%-7.5pp | 73.15%-61.7pp |
| Employer contribution / active EE | $9,241 | $1,816+408.9% | $3,785+144.2% | $2,343+294.5% |
| Participant deferral / active EE | $0 | $2,438-100.0% | $3,929-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $3,548-100.0% | $5,974-100.0% | $4,645-100.0% |