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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 | $124,333 | $112,729+10.3% | $98,716+26.0% | $137,256-9.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 3.46% | 38.48%-35.0pp | 31.81%-28.4pp | 220.34%-216.9pp |
| Employer contribution / active EE | $21,298 | $2,725+681.5% | $2,279+834.7% | $4,156+412.5% |
| Participant deferral / active EE | $2,113 | $4,640-54.5% | $4,048-47.8% | $6,407-67.0% |
| Admin fee / account holder | $271 | $10,129-97.3% | $8,703-96.9% | $12,270-97.8% |