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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 | $187,020 | $107,363+74.2% | $92,909+101.3% | $152,897+22.3% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.5%+0.9pp |
| Annual return | 11.82% | 145.63%-133.8pp | 109.44%-97.6pp | 345.43%-333.6pp |
| Employer contribution / active EE | $1,250 | $4,222-70.4% | $3,653-65.8% | $4,764-73.8% |
| Participant deferral / active EE | $5,693 | $4,848+17.4% | $4,238+34.3% | $5,851-2.7% |
| Admin fee / account holder | $291 | $7,082-95.9% | $5,795-95.0% | $11,599-97.5% |