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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 | $183,532 | $153,769+19.4% | $133,975+37.0% | $273,972-33.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 1.22% | 36.51%-35.3pp | 29.29%-28.1pp | 41.46%-40.2pp |
| Employer contribution / active EE | $11,455 | $6,029+90.0% | $5,211+119.8% | $4,869+135.3% |
| Participant deferral / active EE | $10,680 | $6,958+53.5% | $6,282+70.0% | $5,287+102.0% |
| Admin fee / account holder | $62 | $11,765-99.5% | $9,324-99.3% | $10,133-99.4% |