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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 | $166,722 | $181,896-8.3% | $156,551+6.5% | $273,972-39.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.21% | 30.74%-28.5pp | 32.23%-30.0pp | 41.46%-39.2pp |
| Employer contribution / active EE | $12,993 | $6,248+108.0% | $5,501+136.2% | $4,869+166.9% |
| Participant deferral / active EE | $9,591 | $5,550+72.8% | $4,871+96.9% | $5,287+81.4% |
| Admin fee / account holder | $45 | $15,560-99.7% | $13,028-99.7% | $10,133-99.6% |