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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 | $169,412 | $76,312+122.0% | $67,221+152.0% | $158,982+6.6% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 6.85% | 22.77%-15.9pp | 20.72%-13.9pp | 302.99%-296.1pp |
| Employer contribution / active EE | $11,287 | $4,476+152.1% | $3,723+203.2% | $4,763+137.0% |
| Participant deferral / active EE | $6,080 | $5,264+15.5% | $4,384+38.7% | $5,983+1.6% |
| Admin fee / account holder | $50 | $8,005-99.4% | $5,844-99.1% | $11,252-99.6% |