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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 | $99,218 | $201,259-50.7% | $184,200-46.1% | $145,959-32.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.19% | 28.98%-20.8pp | 28.80%-20.6pp | 561.95%-553.8pp |
| Employer contribution / active EE | $22,950 | $7,018+227.0% | $6,424+257.3% | $4,661+392.4% |
| Participant deferral / active EE | $17,899 | $9,806+82.5% | $9,132+96.0% | $6,689+167.6% |
| Admin fee / account holder | $209 | $16,372-98.7% | $13,907-98.5% | $13,398-98.4% |