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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 | $60,442+149.9% | $96,754+56.1% | $87,485+72.7% |
| Participation rate | 100.0% | 58.7%+41.3pp | 70.3%+29.7pp | 68.9%+31.1pp |
| Annual return | 9.88% | 21.97%-12.1pp | 82.04%-72.2pp | 26.06%-16.2pp |
| Employer contribution / active EE | $3,064 | $1,691+81.2% | $2,679+14.4% | $2,596+18.0% |
| Participant deferral / active EE | $5,046 | $3,280+53.8% | $4,758+6.1% | $4,274+18.1% |
| Admin fee / account holder | $129 | $5,069-97.5% | $8,905-98.6% | $7,775-98.3% |