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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 | $172,554 | $136,860+26.1% | $120,344+43.4% | $154,746+11.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 3.74% | 21.38%-17.6pp | 20.30%-16.6pp | 172.34%-168.6pp |
| Employer contribution / active EE | $4,386 | $3,533+24.1% | $3,020+45.2% | $4,379+0.2% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $168 | $15,393-98.9% | $12,742-98.7% | $14,365-98.8% |