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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 | $208,038 | $185,312+12.3% | $161,489+28.8% | $154,746+34.4% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 7.59% | 103.84%-96.3pp | 89.72%-82.1pp | 172.34%-164.8pp |
| Employer contribution / active EE | $1,240 | $4,769-74.0% | $4,268-71.0% | $4,379-71.7% |
| Participant deferral / active EE | $5,930 | $6,350-6.6% | $5,630+5.3% | $6,730-11.9% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |