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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 | $91,826 | $84,236+9.0% | $170,435-46.1% | $70,126+30.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 8.89% | 23.06%-14.2pp | 205.94%-197.0pp | 73.15%-64.3pp |
| Employer contribution / active EE | $4,315 | $3,387+27.4% | $5,432-20.6% | $2,343+84.2% |
| Participant deferral / active EE | $3,274 | $3,086+6.1% | $4,939-33.7% | $3,332-1.7% |
| Admin fee / account holder | $100 | $5,698-98.2% | $13,881-99.3% | $4,645-97.8% |