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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 | $174,379-35.6% | $152,093-26.2% | $138,895-19.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 7.70% | 74.86%-67.2pp | 66.36%-58.7pp | 145.39%-137.7pp |
| Employer contribution / active EE | $6,136 | $4,652+31.9% | $4,175+47.0% | $4,194+46.3% |
| Participant deferral / active EE | $5,125 | $6,159-16.8% | $5,451-6.0% | $6,396-19.9% |
| Admin fee / account holder | $1 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |