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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 | $206,065 | $174,379+18.2% | $152,093+35.5% | $138,895+48.4% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 4.93% | 74.86%-69.9pp | 66.36%-61.4pp | 145.39%-140.5pp |
| Employer contribution / active EE | $3,393 | $4,652-27.1% | $4,175-18.7% | $4,194-19.1% |
| Participant deferral / active EE | $14,638 | $6,159+137.7% | $5,451+168.5% | $6,396+128.8% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |