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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 | $130,829 | $153,769-14.9% | $133,975-2.3% | $273,972-52.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 2.23% | 36.51%-34.3pp | 29.29%-27.1pp | 41.46%-39.2pp |
| Employer contribution / active EE | $21,453 | $6,029+255.9% | $5,211+311.7% | $4,869+340.6% |
| Participant deferral / active EE | $12,400 | $6,958+78.2% | $6,282+97.4% | $5,287+134.5% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |