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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 | $108,007 | $95,406+13.2% | $185,849-41.9% | $85,847+25.8% |
| Participation rate | 96.6% | 68.8%+27.8pp | 81.7%+14.8pp | 69.3%+27.2pp |
| Annual return | 9.66% | 23.59%-13.9pp | 122.10%-112.4pp | 318.61%-308.9pp |
| Employer contribution / active EE | $2,851 | $3,314-13.9% | $5,169-44.8% | $2,565+11.2% |
| Participant deferral / active EE | $1,841 | $3,424-46.2% | $5,569-66.9% | $3,952-53.4% |
| Admin fee / account holder | $2 | $7,214-100.0% | $16,244-100.0% | $6,261-100.0% |