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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 | $112,540 | $141,004-20.2% | $112,273+0.2% | $139,466-19.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 6.33% | 32.75%-26.4pp | 30.23%-23.9pp | 373.66%-367.3pp |
| Employer contribution / active EE | $2,533 | $4,285-40.9% | $3,431-26.2% | $4,754-46.7% |
| Participant deferral / active EE | $2,827 | $5,878-51.9% | $4,800-41.1% | $6,712-57.9% |
| Admin fee / account holder | $83 | $9,959-99.2% | $7,752-98.9% | $11,409-99.3% |