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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 | $185,167 | $181,896+1.8% | $156,551+18.3% | $273,972-32.4% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 1.04% | 30.74%-29.7pp | 32.23%-31.2pp | 41.46%-40.4pp |
| Employer contribution / active EE | $5,720 | $6,248-8.4% | $5,501+4.0% | $4,869+17.5% |
| Participant deferral / active EE | $13,246 | $5,550+138.7% | $4,871+171.9% | $5,287+150.5% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |