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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 | $120,713 | $106,524+13.3% | $152,301-20.7% | $87,485+38.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 8.55% | 26.89%-18.3pp | 80.50%-72.0pp | 26.06%-17.5pp |
| Employer contribution / active EE | $4,698 | $3,371+39.3% | $4,624+1.6% | $2,596+81.0% |
| Participant deferral / active EE | $12,641 | $6,525+93.7% | $8,004+57.9% | $4,274+195.8% |
| Admin fee / account holder | $116 | $8,287-98.6% | $14,398-99.2% | $7,775-98.5% |