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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 | $83,282 | $88,672-6.1% | $105,223-20.9% | $82,448+1.0% |
| Participation rate | 75.0% | 67.9%+7.1pp | 75.0%0pp | 68.1%+6.9pp |
| Annual return | 12.69% | 30.86%-18.2pp | 180.65%-168.0pp | 41.64%-28.9pp |
| Employer contribution / active EE | $2,479 | $3,048-18.7% | $3,689-32.8% | $2,551-2.8% |
| Participant deferral / active EE | $3,863 | $4,036-4.3% | $5,072-23.8% | $4,139-6.7% |
| Admin fee / account holder | $5 | $7,146-99.9% | $8,859-99.9% | $7,234-99.9% |