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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 | $122,501 | $110,337+11.0% | $102,383+19.6% | $145,877-16.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.38% | 24.83%-18.5pp | 24.94%-18.6pp | 551.28%-544.9pp |
| Employer contribution / active EE | $1,613 | $4,216-61.7% | $3,870-58.3% | $4,663-65.4% |
| Participant deferral / active EE | $20,445 | $5,621+263.8% | $5,060+304.1% | $6,691+205.6% |
| Admin fee / account holder | $3 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |