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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 | $66,219 | $86,938-23.8% | $102,423-35.3% | $80,925-18.2% |
| Participation rate | 90.0% | 72.4%+17.6pp | 76.5%+13.5pp | 67.7%+22.3pp |
| Annual return | 6.45% | 18.89%-12.4pp | 29.42%-23.0pp | 35.65%-29.2pp |
| Employer contribution / active EE | $3,654 | $2,369+54.2% | $3,023+20.9% | $2,756+32.6% |
| Participant deferral / active EE | $4,425 | $4,120+7.4% | $5,054-12.4% | $4,299+2.9% |
| Admin fee / account holder | $0 | $8,053-100.0% | $9,455-100.0% | $6,940-100.0% |