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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 | $163,523 | $156,398+4.6% | $147,318+11.0% | $138,895+17.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.96% | 78.75%-66.8pp | 70.43%-58.5pp | 145.39%-133.4pp |
| Employer contribution / active EE | $4,856 | $4,853+0.1% | $4,593+5.7% | $4,194+15.8% |
| Participant deferral / active EE | $6,151 | $8,237-25.3% | $7,906-22.2% | $6,396-3.8% |
| Admin fee / account holder | $116 | $14,976-99.2% | $13,708-99.2% | $12,562-99.1% |