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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 | $96,881 | $154,228-37.2% | $145,433-33.4% | $137,256-29.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.30% | 74.59%-62.3pp | 66.58%-54.3pp | 220.34%-208.0pp |
| Employer contribution / active EE | $9,038 | $4,804+88.1% | $4,554+98.4% | $4,156+117.5% |
| Participant deferral / active EE | $10,609 | $8,216+29.1% | $7,897+34.3% | $6,407+65.6% |
| Admin fee / account holder | $263 | $14,344-98.2% | $13,129-98.0% | $12,270-97.9% |