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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 | $70,835 | $54,763+29.3% | $90,324-21.6% | $72,976-2.9% |
| Participation rate | 86.4% | 65.2%+21.2pp | 73.3%+13.1pp | 69.5%+16.9pp |
| Annual return | 11.29% | 30.63%-19.3pp | 78.15%-66.9pp | 81.02%-69.7pp |
| Employer contribution / active EE | $2,364 | $2,093+13.0% | $2,856-17.2% | $2,440-3.1% |
| Participant deferral / active EE | $3,654 | $2,887+26.6% | $3,885-5.9% | $3,608+1.3% |
| Admin fee / account holder | $224 | $3,973-94.4% | $5,356-95.8% | $5,124-95.6% |