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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 | $128,588 | $94,031+36.8% | $115,768+11.1% | $82,448+56.0% |
| Participation rate | 96.6% | 70.4%+26.1pp | 74.4%+22.2pp | 68.1%+28.5pp |
| Annual return | 10.30% | 20.61%-10.3pp | 100.46%-90.2pp | 41.64%-31.3pp |
| Employer contribution / active EE | $5,691 | $2,323+145.0% | $2,940+93.6% | $2,551+123.1% |
| Participant deferral / active EE | $3,489 | $3,972-12.2% | $4,917-29.0% | $4,139-15.7% |
| Admin fee / account holder | $243 | $10,249-97.6% | $12,439-98.0% | $7,234-96.6% |