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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 | $214,112 | $70,366+204.3% | $66,674+221.1% | $138,895+54.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 11.54% | 386.41%-374.9pp | 321.24%-309.7pp | 145.39%-133.9pp |
| Employer contribution / active EE | $2,030 | $2,765-26.6% | $2,620-22.5% | $4,194-51.6% |
| Participant deferral / active EE | $9,650 | $4,374+120.6% | $4,084+136.3% | $6,396+50.9% |
| Admin fee / account holder | $183 | $5,262-96.5% | $5,098-96.4% | $12,562-98.5% |