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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 | $245,291 | $96,558+154.0% | $80,977+202.9% | $273,972-10.5% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 1.24% | 15.14%-13.9pp | 17.11%-15.9pp | 41.46%-40.2pp |
| Employer contribution / active EE | $9,365 | $4,869+92.3% | $3,715+152.1% | $4,869+92.4% |
| Participant deferral / active EE | $9,365 | $6,598+41.9% | $5,696+64.4% | $5,287+77.1% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |