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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 | $139,621 | $162,967-14.3% | $135,792+2.8% | $138,895+0.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 6.94% | 30.08%-23.1pp | 25.96%-19.0pp | 145.39%-138.5pp |
| Employer contribution / active EE | $2,474 | $4,211-41.2% | $3,496-29.2% | $4,194-41.0% |
| Participant deferral / active EE | $3,530 | $5,640-37.4% | $4,759-25.8% | $6,396-44.8% |
| Admin fee / account holder | $95 | $15,306-99.4% | $12,266-99.2% | $12,562-99.2% |