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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 | $182,117 | $91,198+99.7% | $178,503+2.0% | $79,856+128.1% |
| Participation rate | 78.0% | 69.2%+8.8pp | 81.9%-3.9pp | 69.6%+8.4pp |
| Annual return | 6.28% | 24.20%-17.9pp | 151.12%-144.8pp | 31.71%-25.4pp |
| Employer contribution / active EE | $7,642 | $3,257+134.7% | $5,011+52.5% | $2,471+209.2% |
| Participant deferral / active EE | $5,504 | $3,237+70.1% | $5,202+5.8% | $3,741+47.1% |
| Admin fee / account holder | $0 | $6,748-100.0% | $13,987-100.0% | $5,306-100.0% |