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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 | $196,006 | $105,856+85.2% | $90,161+117.4% | $147,586+32.8% |
| Participation rate | 85.7% | 79.7%+6.0pp | 76.9%+8.8pp | 82.8%+2.9pp |
| Annual return | 9.08% | 37.63%-28.6pp | 34.89%-25.8pp | 578.59%-569.5pp |
| Employer contribution / active EE | $5,076 | $4,126+23.0% | $3,318+53.0% | $4,876+4.1% |
| Participant deferral / active EE | $8,676 | $5,733+51.3% | $5,287+64.1% | $5,439+59.5% |
| Admin fee / account holder | $103 | $8,046-98.7% | $5,943-98.3% | $10,886-99.1% |