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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 | $132,492 | $111,814+18.5% | $103,378+28.2% | $145,978-9.2% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 7.82% | 24.80%-17.0pp | 24.91%-17.1pp | 550.52%-542.7pp |
| Employer contribution / active EE | $3,192 | $4,215-24.3% | $3,870-17.5% | $4,662-31.5% |
| Participant deferral / active EE | $5,787 | $5,618+3.0% | $5,058+14.4% | $6,690-13.5% |
| Admin fee / account holder | $92 | $9,764-99.1% | $8,401-98.9% | $13,400-99.3% |