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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 | $109,639 | $184,014-40.4% | $161,149-32.0% | $138,895-21.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 9.26% | 21.52%-12.3pp | 21.16%-11.9pp | 145.39%-136.1pp |
| Employer contribution / active EE | $5,938 | $5,055+17.5% | $4,360+36.2% | $4,194+41.6% |
| Participant deferral / active EE | $5,063 | $6,909-26.7% | $6,153-17.7% | $6,396-20.9% |
| Admin fee / account holder | $25 | $18,027-99.9% | $15,194-99.8% | $12,562-99.8% |