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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 | $114,754 | $199,109-42.4% | $173,730-33.9% | $154,746-25.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 3.48% | 20.02%-16.5pp | 19.96%-16.5pp | 172.34%-168.9pp |
| Employer contribution / active EE | $6,860 | $5,311+29.2% | $4,577+49.9% | $4,379+56.7% |
| Participant deferral / active EE | $18,400 | $7,113+158.7% | $6,326+190.8% | $6,730+173.4% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |