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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 | $154,228+6.0% | $145,433+12.4% | $137,256+19.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.96% | 74.59%-62.6pp | 66.58%-54.6pp | 220.34%-208.4pp |
| Employer contribution / active EE | $4,856 | $4,804+1.1% | $4,554+6.6% | $4,156+16.8% |
| Participant deferral / active EE | $6,151 | $8,216-25.1% | $7,897-22.1% | $6,407-4.0% |
| Admin fee / account holder | $116 | $14,344-99.2% | $13,129-99.1% | $12,270-99.1% |