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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 | $191,873 | $110,410+73.8% | $102,437+87.3% | $145,897+31.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.85% | 24.85%-16.0pp | 24.95%-16.1pp | 552.29%-543.4pp |
| Employer contribution / active EE | $16,648 | $4,217+294.8% | $3,871+330.1% | $4,663+257.0% |
| Participant deferral / active EE | $2,072 | $5,622-63.1% | $5,060-59.1% | $6,689-69.0% |
| Admin fee / account holder | $19 | $9,745-99.8% | $8,388-99.8% | $13,390-99.9% |