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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 | $92,545 | $45,050+105.4% | $63,018+46.9% | $70,126+32.0% |
| Participation rate | 77.4% | 69.5%+7.9pp | 74.8%+2.6pp | 69.5%+7.9pp |
| Annual return | 9.31% | 18.76%-9.5pp | 87.62%-78.3pp | 73.15%-63.8pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,182 | $2,466+69.6% | $3,330+25.6% | $3,332+25.5% |
| Admin fee / account holder | $63 | $2,834-97.8% | $3,601-98.3% | $4,645-98.6% |