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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 | $249,785 | $97,289+156.7% | $92,805+169.1% | $155,188+61.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 5.54% | 29.03%-23.5pp | 31.59%-26.0pp | 148.84%-143.3pp |
| Employer contribution / active EE | $6,429 | $3,632+77.0% | $3,424+87.7% | $4,248+51.3% |
| Participant deferral / active EE | $14,415 | $8,795+63.9% | $8,448+70.6% | $6,531+120.7% |
| Admin fee / account holder | $43 | $12,015-99.6% | $10,911-99.6% | $14,480-99.7% |