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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 | $107,388 | $100,970+6.4% | $96,576+11.2% | $137,256-21.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 12.63% | 38.16%-25.5pp | 38.47%-25.8pp | 220.34%-207.7pp |
| Employer contribution / active EE | $3,781 | $3,809-0.7% | $3,553+6.4% | $4,156-9.0% |
| Participant deferral / active EE | $13,046 | $8,286+57.4% | $7,956+64.0% | $6,407+103.6% |
| Admin fee / account holder | $114 | $11,312-99.0% | $11,381-99.0% | $12,270-99.1% |