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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 | $100,970+66.1% | $96,576+73.6% | $137,256+22.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 9.96% | 38.16%-28.2pp | 38.47%-28.5pp | 220.34%-210.4pp |
| Employer contribution / active EE | $8,434 | $3,809+121.4% | $3,553+137.4% | $4,156+102.9% |
| Participant deferral / active EE | $4,217 | $8,286-49.1% | $7,956-47.0% | $6,407-34.2% |
| Admin fee / account holder | $152 | $11,312-98.7% | $11,381-98.7% | $12,270-98.8% |