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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 | $112,219 | $181,062-38.0% | $158,223-29.1% | $155,188-27.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 7.70% | 57.39%-49.7pp | 52.09%-44.4pp | 148.84%-141.1pp |
| Employer contribution / active EE | $6,136 | $4,565+34.4% | $4,109+49.3% | $4,248+44.5% |
| Participant deferral / active EE | $5,125 | $6,134-16.5% | $5,467-6.3% | $6,531-21.5% |
| Admin fee / account holder | $1 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |