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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 | $105,643 | $100,901+4.7% | $75,501+39.9% | $147,586-28.4% |
| Participation rate | 81.3% | 77.1%+4.1pp | 72.4%+8.9pp | 82.8%-1.6pp |
| Annual return | 4.87% | 35.78%-30.9pp | 27.35%-22.5pp | 578.59%-573.7pp |
| Employer contribution / active EE | $1,454 | $3,253-55.3% | $2,352-38.2% | $4,876-70.2% |
| Participant deferral / active EE | $2,536 | $4,027-37.0% | $3,142-19.3% | $5,439-53.4% |
| Admin fee / account holder | $9 | $11,285-99.9% | $5,801-99.8% | $10,886-99.9% |