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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 | $221,069 | $181,896+21.5% | $156,551+41.2% | $273,972-19.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.03% | 30.74%-28.7pp | 32.23%-30.2pp | 41.46%-39.4pp |
| Employer contribution / active EE | $7,498 | $6,248+20.0% | $5,501+36.3% | $4,869+54.0% |
| Participant deferral / active EE | $4,647 | $5,550-16.3% | $4,871-4.6% | $5,287-12.1% |
| Admin fee / account holder | -$5,981 | $15,560-138.4% | $13,028-145.9% | $10,133-159.0% |