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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 | $99,696 | $153,769-35.2% | $133,975-25.6% | $273,972-63.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -0.53% | 36.51%-37.0pp | 29.29%-29.8pp | 41.46%-42.0pp |
| Employer contribution / active EE | $6,988 | $6,029+15.9% | $5,211+34.1% | $4,869+43.5% |
| Participant deferral / active EE | $12,000 | $6,958+72.5% | $6,282+91.0% | $5,287+127.0% |
| Admin fee / account holder | $157 | $11,765-98.7% | $9,324-98.3% | $10,133-98.5% |