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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 | $54,384 | $136,860-60.3% | $120,344-54.8% | $154,746-64.9% |
| Participation rate | 71.4% | 79.9%-8.5pp | 76.7%-5.3pp | 80.7%-9.3pp |
| Annual return | 7.06% | 21.38%-14.3pp | 20.30%-13.2pp | 172.34%-165.3pp |
| Employer contribution / active EE | $3,132 | $3,533-11.4% | $3,020+3.7% | $4,379-28.5% |
| Participant deferral / active EE | $3,147 | $5,793-45.7% | $5,135-38.7% | $6,730-53.2% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |