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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 | $137,200 | $199,109-31.1% | $173,730-21.0% | $154,746-11.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 2.97% | 20.02%-17.0pp | 19.96%-17.0pp | 172.34%-169.4pp |
| Employer contribution / active EE | $2,789 | $5,311-47.5% | $4,577-39.1% | $4,379-36.3% |
| Participant deferral / active EE | $9,766 | $7,113+37.3% | $6,326+54.4% | $6,730+45.1% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |