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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 | $114,988 | $199,109-42.2% | $173,730-33.8% | $154,746-25.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 3.81% | 20.02%-16.2pp | 19.96%-16.1pp | 172.34%-168.5pp |
| Employer contribution / active EE | $9,272 | $5,311+74.6% | $4,577+102.6% | $4,379+111.7% |
| Participant deferral / active EE | $9,577 | $7,113+34.6% | $6,326+51.4% | $6,730+42.3% |
| Admin fee / account holder | $241 | $20,916-98.8% | $17,523-98.6% | $14,365-98.3% |