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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 | $92,318 | $135,956-32.1% | $123,894-25.5% | $273,972-66.3% |
| Participation rate | 77.8% | 84.1%-6.3pp | 81.4%-3.6pp | 83.0%-5.2pp |
| Annual return | 3.24% | 56.63%-53.4pp | 47.52%-44.3pp | 41.46%-38.2pp |
| Employer contribution / active EE | $1,444 | $5,170-72.1% | $4,617-68.7% | $4,869-70.3% |
| Participant deferral / active EE | $6,760 | $6,343+6.6% | $5,984+13.0% | $5,287+27.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |