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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 | $118,359 | $211,239-44.0% | $178,528-33.7% | $145,877-18.9% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 7.36% | 30.22%-22.9pp | 27.11%-19.7pp | 551.28%-543.9pp |
| Employer contribution / active EE | $15,713 | $4,570+243.8% | $3,950+297.7% | $4,663+237.0% |
| Participant deferral / active EE | $16,125 | $6,963+131.6% | $6,278+156.8% | $6,691+141.0% |
| Admin fee / account holder | $211 | $12,095-98.3% | $10,419-98.0% | $13,402-98.4% |