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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 | $241,938 | $201,344+20.2% | $184,243+31.3% | $145,877+65.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.13% | 29.01%-20.9pp | 28.82%-20.7pp | 551.28%-543.2pp |
| Employer contribution / active EE | $4,614 | $7,022-34.3% | $6,427-28.2% | $4,663-1.0% |
| Participant deferral / active EE | $7,517 | $9,807-23.4% | $9,132-17.7% | $6,691+12.3% |
| Admin fee / account holder | $3 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |