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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 | $147,862 | $106,280+39.1% | $96,538+53.2% | $139,487+6.0% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 9.30% | 38.48%-29.2pp | 35.74%-26.4pp | 373.84%-364.5pp |
| Employer contribution / active EE | $2,749 | $4,107-33.1% | $3,740-26.5% | $4,755-42.2% |
| Participant deferral / active EE | $1,455 | $5,457-73.3% | $4,880-70.2% | $6,713-78.3% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |