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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 | $153,670 | $79,961+92.2% | $98,462+56.1% | $75,177+104.4% |
| Participation rate | 73.3% | 70.4%+3.0pp | 75.2%-1.8pp | 67.2%+6.1pp |
| Annual return | 11.22% | 19.75%-8.5pp | 21.17%-10.0pp | 160.75%-149.5pp |
| Employer contribution / active EE | $7,897 | $2,264+248.8% | $3,049+159.0% | $2,671+195.6% |
| Participant deferral / active EE | $6,194 | $3,753+65.1% | $4,738+30.7% | $4,126+50.1% |
| Admin fee / account holder | $135 | $6,842-98.0% | $8,875-98.5% | $5,651-97.6% |