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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 | $153,868 | $110,410+39.4% | $102,437+50.2% | $145,897+5.5% |
| Participation rate | 92.9% | 77.9%+14.9pp | 74.5%+18.3pp | 80.3%+12.6pp |
| Annual return | 8.31% | 24.85%-16.5pp | 24.95%-16.6pp | 552.29%-544.0pp |
| Employer contribution / active EE | $8,530 | $4,217+102.3% | $3,871+120.4% | $4,663+83.0% |
| Participant deferral / active EE | $7,230 | $5,622+28.6% | $5,060+42.9% | $6,689+8.1% |
| Admin fee / account holder | $172 | $9,745-98.2% | $8,388-97.9% | $13,390-98.7% |