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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 | $243,135 | $110,410+120.2% | $102,437+137.4% | $145,897+66.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 4.27% | 24.85%-20.6pp | 24.95%-20.7pp | 552.29%-548.0pp |
| Employer contribution / active EE | $33,089 | $4,217+684.6% | $3,871+754.9% | $4,663+609.7% |
| Participant deferral / active EE | $15,800 | $5,622+181.1% | $5,060+212.2% | $6,689+136.2% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |