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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 | $105,884 | $65,712+61.1% | $57,196+85.1% | $273,972-61.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 0.20% | 22.01%-21.8pp | 14.59%-14.4pp | 41.46%-41.3pp |
| Employer contribution / active EE | $3,766 | $3,280+14.8% | $2,683+40.4% | $4,869-22.6% |
| Participant deferral / active EE | $4,986 | $3,782+31.8% | $3,096+61.0% | $5,287-5.7% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |