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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 | $160,184 | $97,125+64.9% | $86,233+85.8% | $137,256+16.7% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.0%+11.0pp | 80.0%0pp |
| Annual return | 9.61% | 74.19%-64.6pp | 61.39%-51.8pp | 220.34%-210.7pp |
| Employer contribution / active EE | $14,176 | $2,841+398.9% | $2,504+466.1% | $4,156+241.1% |
| Participant deferral / active EE | $1,810 | $5,180-65.1% | $4,559-60.3% | $6,407-71.7% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |