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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 | $145,186 | $107,666+34.8% | $102,184+42.1% | $154,746-6.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 8.13% | 29.33%-21.2pp | 31.58%-23.4pp | 172.34%-164.2pp |
| Employer contribution / active EE | $9,401 | $3,846+144.4% | $3,594+161.6% | $4,379+114.7% |
| Participant deferral / active EE | $8,055 | $8,719-7.6% | $8,309-3.1% | $6,730+19.7% |
| Admin fee / account holder | $22 | $12,943-99.8% | $11,609-99.8% | $14,365-99.8% |