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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 | $135,564 | $199,109-31.9% | $173,730-22.0% | $154,746-12.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 6.80% | 20.02%-13.2pp | 19.96%-13.2pp | 172.34%-165.5pp |
| Employer contribution / active EE | $4,610 | $5,311-13.2% | $4,577+0.7% | $4,379+5.3% |
| Participant deferral / active EE | $7,840 | $7,113+10.2% | $6,326+23.9% | $6,730+16.5% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |