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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 | $156,463 | $111,814+39.9% | $103,374+51.4% | $145,959+7.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.48% | 24.77%-17.3pp | 24.89%-17.4pp | 561.95%-554.5pp |
| Employer contribution / active EE | $6,007 | $4,214+42.6% | $3,869+55.3% | $4,661+28.9% |
| Participant deferral / active EE | $6,353 | $5,618+13.1% | $5,058+25.6% | $6,689-5.0% |
| Admin fee / account holder | $2 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |