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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 | $248,304 | $155,555+59.6% | $146,866+69.1% | $155,188+60.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 6.94% | 115.41%-108.5pp | 102.85%-95.9pp | 148.84%-141.9pp |
| Employer contribution / active EE | $1,312 | $4,647-71.8% | $4,425-70.4% | $4,248-69.1% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $7,759-100.0% | $6,531-100.0% |
| Admin fee / account holder | $244 | $14,755-98.3% | $13,620-98.2% | $14,480-98.3% |