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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 | $185,418 | $110,410+67.9% | $102,437+81.0% | $145,897+27.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.24% | 24.85%-16.6pp | 24.95%-16.7pp | 552.29%-544.1pp |
| Employer contribution / active EE | $12,631 | $4,217+199.5% | $3,871+226.3% | $4,663+170.9% |
| Participant deferral / active EE | $7,741 | $5,622+37.7% | $5,060+53.0% | $6,689+15.7% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |