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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 | $151,124 | $100,970+49.7% | $96,576+56.5% | $137,256+10.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 12.03% | 38.16%-26.1pp | 38.47%-26.4pp | 220.34%-208.3pp |
| Employer contribution / active EE | $8,722 | $3,809+129.0% | $3,553+145.5% | $4,156+109.9% |
| Participant deferral / active EE | $10,888 | $8,286+31.4% | $7,956+36.8% | $6,407+70.0% |
| Admin fee / account holder | $65 | $11,312-99.4% | $11,381-99.4% | $12,270-99.5% |