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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 | $145,552 | $199,109-26.9% | $173,730-16.2% | $154,746-5.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 7.49% | 20.02%-12.5pp | 19.96%-12.5pp | 172.34%-164.8pp |
| Employer contribution / active EE | $2,449 | $5,311-53.9% | $4,577-46.5% | $4,379-44.1% |
| Participant deferral / active EE | $3,692 | $7,113-48.1% | $6,326-41.6% | $6,730-45.1% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |