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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 | $149,480 | $99,875+49.7% | $146,866+1.8% | $86,983+71.8% |
| Participation rate | 95.6% | 75.8%+19.7pp | 82.5%+13.0pp | 69.5%+26.0pp |
| Annual return | 11.03% | 28.10%-17.1pp | 102.85%-91.8pp | 25.83%-14.8pp |
| Employer contribution / active EE | $5,022 | $3,224+55.8% | $4,425+13.5% | $2,584+94.3% |
| Participant deferral / active EE | $5,367 | $6,322-15.1% | $7,759-30.8% | $4,194+28.0% |
| Admin fee / account holder | $209 | $7,838-97.3% | $13,620-98.5% | $7,856-97.3% |