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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 | $105,434 | $135,956-22.5% | $123,894-14.9% | $273,972-61.5% |
| Participation rate | 94.1% | 84.1%+10.1pp | 81.4%+12.7pp | 83.0%+11.1pp |
| Annual return | 2.50% | 56.63%-54.1pp | 47.52%-45.0pp | 41.46%-39.0pp |
| Employer contribution / active EE | $6,664 | $5,170+28.9% | $4,617+44.3% | $4,869+36.9% |
| Participant deferral / active EE | $8,136 | $6,343+28.3% | $5,984+36.0% | $5,287+53.9% |
| Admin fee / account holder | $263 | $9,817-97.3% | $8,357-96.9% | $10,133-97.4% |