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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 | $164,249 | $141,004+16.5% | $112,273+46.3% | $139,466+17.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 2.53% | 32.75%-30.2pp | 30.23%-27.7pp | 373.66%-371.1pp |
| Employer contribution / active EE | $8,702 | $4,285+103.1% | $3,431+153.6% | $4,754+83.0% |
| Participant deferral / active EE | $8,879 | $5,878+51.1% | $4,800+85.0% | $6,712+32.3% |
| Admin fee / account holder | $6 | $9,959-99.9% | $7,752-99.9% | $11,409-99.9% |