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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 | $185,029 | $117,846+57.0% | $102,434+80.6% | $145,884+26.8% |
| Participation rate | 87.0% | 78.6%+8.3pp | 76.5%+10.4pp | 80.3%+6.7pp |
| Annual return | 4.18% | 31.90%-27.7pp | 29.46%-25.3pp | 551.85%-547.7pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $13,356-100.0% | $9,462-100.0% | $13,392-100.0% |