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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 | $185,768 | $175,231+6.0% | $149,696+24.1% | $139,466+33.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 6.40% | 166.77%-160.4pp | 134.46%-128.1pp | 373.66%-367.3pp |
| Employer contribution / active EE | $3,136 | $5,478-42.8% | $4,821-34.9% | $4,754-34.0% |
| Participant deferral / active EE | $8,288 | $6,521+27.1% | $5,682+45.9% | $6,712+23.5% |
| Admin fee / account holder | $184 | $16,155-98.9% | $13,212-98.6% | $11,409-98.4% |