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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 | $196,419 | $115,225+70.5% | $100,712+95.0% | $138,895+41.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 7.35% | 40.35%-33.0pp | 33.27%-25.9pp | 145.39%-138.0pp |
| Employer contribution / active EE | $3,714 | $2,771+34.0% | $2,313+60.6% | $4,194-11.4% |
| Participant deferral / active EE | $18,250 | $4,699+288.4% | $4,085+346.7% | $6,396+185.3% |
| Admin fee / account holder | $0 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |