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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 | $192,638 | $100,139+92.4% | $85,187+126.1% | $145,884+32.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 7.97% | 84.15%-76.2pp | 66.67%-58.7pp | 551.85%-543.9pp |
| Employer contribution / active EE | $2,867 | $3,238-11.4% | $2,732+4.9% | $4,662-38.5% |
| Participant deferral / active EE | $10,000 | $5,296+88.8% | $4,525+121.0% | $6,690+49.5% |
| Admin fee / account holder | $88 | $7,262-98.8% | $6,162-98.6% | $13,392-99.3% |