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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 | $155,669 | $154,228+0.9% | $145,433+7.0% | $137,256+13.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.41% | 74.59%-65.2pp | 66.58%-57.2pp | 220.34%-210.9pp |
| Employer contribution / active EE | $3,284 | $4,804-31.6% | $4,554-27.9% | $4,156-21.0% |
| Participant deferral / active EE | $5,959 | $8,216-27.5% | $7,897-24.5% | $6,407-7.0% |
| Admin fee / account holder | $69 | $14,344-99.5% | $13,129-99.5% | $12,270-99.4% |