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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 | $106,749+13.1% | $145,433-17.0% | $82,448+46.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 8.55% | 27.59%-19.0pp | 66.58%-58.0pp | 41.64%-33.1pp |
| Employer contribution / active EE | $4,698 | $3,444+36.4% | $4,554+3.1% | $2,551+84.2% |
| Participant deferral / active EE | $12,641 | $6,519+93.9% | $7,897+60.1% | $4,139+205.4% |
| Admin fee / account holder | $116 | $8,390-98.6% | $13,129-99.1% | $7,234-98.4% |