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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 | $167,695 | $107,666+55.8% | $102,184+64.1% | $154,746+8.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 9.96% | 29.33%-19.4pp | 31.58%-21.6pp | 172.34%-162.4pp |
| Employer contribution / active EE | $8,434 | $3,846+119.3% | $3,594+134.7% | $4,379+92.6% |
| Participant deferral / active EE | $4,217 | $8,719-51.6% | $8,309-49.3% | $6,730-37.3% |
| Admin fee / account holder | $152 | $12,943-98.8% | $11,609-98.7% | $14,365-98.9% |