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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 | $154,964 | $153,769+0.8% | $133,975+15.7% | $273,972-43.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 0.55% | 36.51%-36.0pp | 29.29%-28.7pp | 41.46%-40.9pp |
| Employer contribution / active EE | $3,510 | $6,029-41.8% | $5,211-32.6% | $4,869-27.9% |
| Participant deferral / active EE | $12,000 | $6,958+72.5% | $6,282+91.0% | $5,287+127.0% |
| Admin fee / account holder | $5 | $11,765-100.0% | $9,324-99.9% | $10,133-100.0% |