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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 | $102,609+143.4% | $98,090+154.6% | $138,895+79.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 5.54% | 36.44%-30.9pp | 37.05%-31.5pp | 145.39%-139.9pp |
| Employer contribution / active EE | $6,429 | $3,867+66.2% | $3,606+78.3% | $4,194+53.3% |
| Participant deferral / active EE | $14,415 | $8,167+76.5% | $7,845+83.8% | $6,396+125.4% |
| Admin fee / account holder | $43 | $11,434-99.6% | $11,815-99.6% | $12,562-99.7% |