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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 | $125,167 | $110,337+13.4% | $102,383+22.3% | $145,877-14.2% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 8.54% | 24.83%-16.3pp | 24.94%-16.4pp | 551.28%-542.7pp |
| Employer contribution / active EE | $3,438 | $4,216-18.5% | $3,870-11.2% | $4,663-26.3% |
| Participant deferral / active EE | $4,186 | $5,621-25.5% | $5,060-17.3% | $6,691-37.4% |
| Admin fee / account holder | -$36 | $9,750-100.4% | $8,391-100.4% | $13,402-100.3% |