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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 | $143,355 | $132,099+8.5% | $115,599+24.0% | $138,895+3.2% |
| Participation rate | 71.4% | 77.9%-6.4pp | 74.3%-2.8pp | 79.9%-8.5pp |
| Annual return | 8.09% | 176.76%-168.7pp | 111.10%-103.0pp | 145.39%-137.3pp |
| Employer contribution / active EE | $1,614 | $3,416-52.8% | $2,955-45.4% | $4,194-61.5% |
| Participant deferral / active EE | $4,974 | $5,617-11.5% | $4,889+1.7% | $6,396-22.2% |
| Admin fee / account holder | $67 | $15,650-99.6% | $12,841-99.5% | $12,562-99.5% |