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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 | $114,461 | $239,571-52.2% | $183,328-37.6% | $137,256-16.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 6.28% | 35.69%-29.4pp | 29.67%-23.4pp | 220.34%-214.1pp |
| Employer contribution / active EE | $6,080 | $6,148-1.1% | $5,055+20.3% | $4,156+46.3% |
| Participant deferral / active EE | $7,070 | $7,995-11.6% | $6,795+4.0% | $6,407+10.4% |
| Admin fee / account holder | $1 | $30,059-100.0% | $21,427-100.0% | $12,270-100.0% |