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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 | $177,890 | $184,014-3.3% | $161,149+10.4% | $138,895+28.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 8.14% | 21.52%-13.4pp | 21.16%-13.0pp | 145.39%-137.3pp |
| Employer contribution / active EE | $2,780 | $5,055-45.0% | $4,360-36.2% | $4,194-33.7% |
| Participant deferral / active EE | $20,148 | $6,909+191.6% | $6,153+227.4% | $6,396+215.0% |
| Admin fee / account holder | $0 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |