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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 | $115,009 | $184,014-37.5% | $161,149-28.6% | $138,895-17.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 9.30% | 21.52%-12.2pp | 21.16%-11.9pp | 145.39%-136.1pp |
| Employer contribution / active EE | $2,243 | $5,055-55.6% | $4,360-48.6% | $4,194-46.5% |
| Participant deferral / active EE | $9,305 | $6,909+34.7% | $6,153+51.2% | $6,396+45.5% |
| Admin fee / account holder | $277 | $18,027-98.5% | $15,194-98.2% | $12,562-97.8% |