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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 | $152,067 | $98,776+54.0% | $149,745+1.6% | $79,856+90.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 10.51% | 27.38%-16.9pp | 276.72%-266.2pp | 31.71%-21.2pp |
| Employer contribution / active EE | $9,951 | $3,217+209.3% | $4,646+114.2% | $2,471+302.7% |
| Participant deferral / active EE | $8,011 | $5,681+41.0% | $6,843+17.1% | $3,741+114.2% |
| Admin fee / account holder | $293 | $6,053-95.2% | $9,312-96.9% | $5,306-94.5% |