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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 | $96,628 | $149,679-35.4% | $117,039-17.4% | $147,586-34.5% |
| Participation rate | 80.0% | 83.5%-3.5pp | 77.2%+2.8pp | 82.8%-2.8pp |
| Annual return | 7.28% | 19.31%-12.0pp | 18.95%-11.7pp | 578.59%-571.3pp |
| Employer contribution / active EE | $3,127 | $4,937-36.7% | $3,785-17.4% | $4,876-35.9% |
| Participant deferral / active EE | $6,813 | $4,912+38.7% | $3,929+73.4% | $5,439+25.3% |
| Admin fee / account holder | $120 | $7,856-98.5% | $5,974-98.0% | $10,886-98.9% |