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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 | $135,803 | $181,896-25.3% | $156,551-13.3% | $273,972-50.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -0.53% | 30.74%-31.3pp | 32.23%-32.8pp | 41.46%-42.0pp |
| Employer contribution / active EE | $3,003 | $6,248-51.9% | $5,501-45.4% | $4,869-38.3% |
| Participant deferral / active EE | $12,669 | $5,550+128.3% | $4,871+160.1% | $5,287+139.6% |
| Admin fee / account holder | $62 | $15,560-99.6% | $13,028-99.5% | $10,133-99.4% |