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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 | $159,180 | $111,814+42.4% | $103,378+54.0% | $145,978+9.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.12% | 24.80%-18.7pp | 24.91%-18.8pp | 550.52%-544.4pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $20,333 | $5,618+261.9% | $5,058+302.0% | $6,690+204.0% |
| Admin fee / account holder | $117 | $9,764-98.8% | $8,401-98.6% | $13,400-99.1% |