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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 | $201,441 | $99,053+103.4% | $88,179+128.4% | $138,895+45.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 9.23% | 78.17%-68.9pp | 64.97%-55.7pp | 145.39%-136.2pp |
| Employer contribution / active EE | $4,353 | $2,882+51.0% | $2,549+70.8% | $4,194+3.8% |
| Participant deferral / active EE | $9,193 | $5,225+75.9% | $4,614+99.2% | $6,396+43.7% |
| Admin fee / account holder | $0 | $8,748-100.0% | $7,673-100.0% | $12,562-100.0% |