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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 | $104,370 | $91,037+14.6% | $71,671+45.6% | $147,586-29.3% |
| Participation rate | 95.7% | 76.1%+19.5pp | 68.7%+26.9pp | 82.8%+12.8pp |
| Annual return | 7.64% | 20.48%-12.8pp | 20.65%-13.0pp | 578.59%-570.9pp |
| Employer contribution / active EE | $4,103 | $3,327+23.3% | $2,460+66.8% | $4,876-15.9% |
| Participant deferral / active EE | $4,656 | $4,498+3.5% | $3,438+35.4% | $5,439-14.4% |
| Admin fee / account holder | $217 | $8,613-97.5% | $5,558-96.1% | $10,886-98.0% |