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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 | $147,708 | $162,136-8.9% | $152,301-3.0% | $154,746-4.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 10.66% | 91.02%-80.4pp | 80.50%-69.8pp | 172.34%-161.7pp |
| Employer contribution / active EE | $7,169 | $4,890+46.6% | $4,624+55.0% | $4,379+63.7% |
| Participant deferral / active EE | $4,195 | $8,341-49.7% | $8,004-47.6% | $6,730-37.7% |
| Admin fee / account holder | $142 | $15,759-99.1% | $14,398-99.0% | $14,365-99.0% |