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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 | $95,471 | $154,228-38.1% | $145,433-34.4% | $137,256-30.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.76% | 74.59%-62.8pp | 66.58%-54.8pp | 220.34%-208.6pp |
| Employer contribution / active EE | $8,931 | $4,804+85.9% | $4,554+96.1% | $4,156+114.9% |
| Participant deferral / active EE | $7,096 | $8,216-13.6% | $7,897-10.2% | $6,407+10.8% |
| Admin fee / account holder | $298 | $14,344-97.9% | $13,129-97.7% | $12,270-97.6% |