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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 | $102,609+41.5% | $98,090+48.0% | $138,895+4.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 8.13% | 36.44%-28.3pp | 37.05%-28.9pp | 145.39%-137.3pp |
| Employer contribution / active EE | $9,401 | $3,867+143.1% | $3,606+160.7% | $4,194+124.1% |
| Participant deferral / active EE | $8,055 | $8,167-1.4% | $7,845+2.7% | $6,396+25.9% |
| Admin fee / account holder | $22 | $11,434-99.8% | $11,815-99.8% | $12,562-99.8% |