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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 | $177,156-21.2% | $147,027-5.0% | $154,746-9.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 6.94% | 21.94%-15.0pp | 20.23%-13.3pp | 172.34%-165.4pp |
| Employer contribution / active EE | $2,474 | $4,336-42.9% | $3,626-31.8% | $4,379-43.5% |
| Participant deferral / active EE | $3,530 | $5,797-39.1% | $4,933-28.4% | $6,730-47.6% |
| Admin fee / account holder | $95 | $14,904-99.4% | $12,223-99.2% | $14,365-99.3% |