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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 | $196,347 | $215,361-8.8% | $171,082+14.8% | $273,972-28.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 1.12% | 25.14%-24.0pp | 32.56%-31.4pp | 41.46%-40.3pp |
| Employer contribution / active EE | $12,318 | $4,967+148.0% | $4,002+207.8% | $4,869+153.0% |
| Participant deferral / active EE | $8,000 | $5,543+44.3% | $4,797+66.8% | $5,287+51.3% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |