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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 | $161,493 | $162,136-0.4% | $152,301+6.0% | $154,746+4.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 10.43% | 91.02%-80.6pp | 80.50%-70.1pp | 172.34%-161.9pp |
| Employer contribution / active EE | $2,739 | $4,890-44.0% | $4,624-40.8% | $4,379-37.4% |
| Participant deferral / active EE | $7,742 | $8,341-7.2% | $8,004-3.3% | $6,730+15.0% |
| Admin fee / account holder | $243 | $15,759-98.5% | $14,398-98.3% | $14,365-98.3% |