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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 | $196,605 | $110,410+78.1% | $102,437+91.9% | $145,897+34.8% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 6.52% | 24.85%-18.3pp | 24.95%-18.4pp | 552.29%-545.8pp |
| Employer contribution / active EE | $12,556 | $4,217+197.7% | $3,871+224.4% | $4,663+169.3% |
| Participant deferral / active EE | $8,408 | $5,622+49.6% | $5,060+66.2% | $6,689+25.7% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |