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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 | $106,247 | $154,228-31.1% | $145,433-26.9% | $137,256-22.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.37% | 74.59%-63.2pp | 66.58%-55.2pp | 220.34%-209.0pp |
| Employer contribution / active EE | $3,738 | $4,804-22.2% | $4,554-17.9% | $4,156-10.1% |
| Participant deferral / active EE | $8,233 | $8,216+0.2% | $7,897+4.3% | $6,407+28.5% |
| Admin fee / account holder | $10 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |