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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 | $170,809 | $124,330+37.4% | $109,173+56.5% | $167,536+2.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 4.14% | 26.04%-21.9pp | 25.75%-21.6pp | 478.82%-474.7pp |
| Employer contribution / active EE | $3,697 | $4,209-12.2% | $3,723-0.7% | $4,839-23.6% |
| Participant deferral / active EE | $22,167 | $5,256+321.7% | $4,654+376.3% | $6,342+249.5% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |