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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 | $123,155+1.0% | $108,753+14.3% | $155,188-19.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 3.46% | 44.73%-41.3pp | 37.47%-34.0pp | 148.84%-145.4pp |
| Employer contribution / active EE | $21,298 | $2,811+657.6% | $2,427+777.7% | $4,248+401.4% |
| Participant deferral / active EE | $2,113 | $4,623-54.3% | $4,115-48.6% | $6,531-67.6% |
| Admin fee / account holder | $271 | $12,126-97.8% | $10,320-97.4% | $14,480-98.1% |