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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 | $99,242 | $87,834+13.0% | $133,975-25.9% | $62,881+57.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 3.49% | 12.05%-8.6pp | 29.29%-25.8pp | 20.14%-16.7pp |
| Employer contribution / active EE | $9,957 | $3,482+185.9% | $5,211+91.1% | $2,281+336.6% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $200 | $5,372-96.3% | $9,324-97.9% | $4,296-95.3% |