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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 | $151,057 | $63,949+136.2% | $129,031+17.1% | $94,015+60.7% |
| Participation rate | 100.0% | 63.4%+36.6pp | 73.4%+26.6pp | 70.8%+29.2pp |
| Annual return | 9.88% | 17.56%-7.7pp | 34.67%-24.8pp | 17.84%-8.0pp |
| Employer contribution / active EE | $3,064 | $1,865+64.3% | $3,226-5.0% | $2,790+9.8% |
| Participant deferral / active EE | $5,046 | $3,686+36.9% | $5,217-3.3% | $4,249+18.8% |
| Admin fee / account holder | $129 | $5,523-97.7% | $13,208-99.0% | $8,951-98.6% |