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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 | $168,917 | $106,749+58.2% | $145,433+16.1% | $82,448+104.9% |
| Participation rate | 82.4% | 75.6%+6.7pp | 82.1%+0.2pp | 68.1%+14.3pp |
| Annual return | 14.01% | 27.59%-13.6pp | 66.58%-52.6pp | 41.64%-27.6pp |
| Employer contribution / active EE | $7,536 | $3,444+118.8% | $4,554+65.5% | $2,551+195.4% |
| Participant deferral / active EE | $10,411 | $6,519+59.7% | $7,897+31.8% | $4,139+151.5% |
| Admin fee / account holder | $226 | $8,390-97.3% | $13,129-98.3% | $7,234-96.9% |