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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 | $141,461 | $275,752-48.7% | $256,809-44.9% | $198,609-28.8% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 4.16% | 34.81%-30.6pp | 32.73%-28.6pp | 202.70%-198.5pp |
| Employer contribution / active EE | $3,278 | $7,721-57.5% | $7,263-54.9% | $5,055-35.2% |
| Participant deferral / active EE | $7,045 | $10,037-29.8% | $9,520-26.0% | $6,977+1.0% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |