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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 | $142,580 | $161,352-11.6% | $134,172+6.3% | $137,256+3.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 3.74% | 28.72%-25.0pp | 25.30%-21.6pp | 220.34%-216.6pp |
| Employer contribution / active EE | $5,714 | $4,099+39.4% | $3,420+67.1% | $4,156+37.5% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |