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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 | $209,423 | $108,922+92.3% | $100,398+108.6% | $145,978+43.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 7.52% | 58.04%-50.5pp | 49.32%-41.8pp | 550.52%-543.0pp |
| Employer contribution / active EE | $4,720 | $4,426+6.7% | $3,946+19.6% | $4,662+1.3% |
| Participant deferral / active EE | $12,567 | $8,450+48.7% | $8,084+55.5% | $6,690+87.9% |
| Admin fee / account holder | $82 | $9,680-99.2% | $7,893-99.0% | $13,400-99.4% |