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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 | $223,129 | $153,769+45.1% | $133,975+66.5% | $273,972-18.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 1.31% | 36.51%-35.2pp | 29.29%-28.0pp | 41.46%-40.1pp |
| Employer contribution / active EE | $3,584 | $6,029-40.5% | $5,211-31.2% | $4,869-26.4% |
| Participant deferral / active EE | $7,460 | $6,958+7.2% | $6,282+18.8% | $5,287+41.1% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |