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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 | $92,736 | $60,349+53.7% | $74,184+25.0% | $62,881+47.5% |
| Participation rate | 77.4% | 72.7%+4.7pp | 76.6%+0.8pp | 69.3%+8.1pp |
| Annual return | 1.78% | 21.38%-19.6pp | 17.74%-16.0pp | 20.14%-18.4pp |
| Employer contribution / active EE | $3,106 | $1,680+84.8% | $2,370+31.0% | $2,281+36.2% |
| Participant deferral / active EE | $4,172 | $2,856+46.1% | $3,550+17.5% | $3,203+30.2% |
| Admin fee / account holder | $18 | $4,261-99.6% | $5,586-99.7% | $4,296-99.6% |