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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 | $141,025 | $136,307+3.5% | $106,619+32.3% | $273,972-48.5% |
| Participation rate | 85.7% | 84.8%+0.9pp | 78.0%+7.7pp | 83.0%+2.7pp |
| Annual return | 0.06% | 11.05%-11.0pp | 9.42%-9.4pp | 41.46%-41.4pp |
| Employer contribution / active EE | $17,502 | $5,190+237.2% | $3,947+343.5% | $4,869+259.5% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,133-100.0% |