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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 | $100,073+92.5% | $85,126+126.3% | $145,877+32.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 7.97% | 84.11%-76.1pp | 66.63%-58.7pp | 551.28%-543.3pp |
| Employer contribution / active EE | $2,867 | $3,236-11.4% | $2,731+5.0% | $4,663-38.5% |
| Participant deferral / active EE | $10,000 | $5,294+88.9% | $4,523+121.1% | $6,691+49.5% |
| Admin fee / account holder | $88 | $7,261-98.8% | $6,160-98.6% | $13,402-99.3% |