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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 | $169,602 | $215,361-21.2% | $171,082-0.9% | $273,970-38.1% |
| Participation rate | 85.7% | 82.0%+3.7pp | 76.7%+9.0pp | 83.0%+2.7pp |
| Annual return | 0.62% | 25.14%-24.5pp | 32.56%-31.9pp | 41.46%-40.8pp |
| Employer contribution / active EE | $10,715 | $4,967+115.7% | $4,002+167.8% | $4,869+120.1% |
| Participant deferral / active EE | $4,543 | $5,543-18.0% | $4,797-5.3% | $5,287-14.1% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |