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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 | $118,732 | $91,179+30.2% | $178,499-33.5% | $79,852+48.7% |
| Participation rate | 85.7% | 69.2%+16.5pp | 81.9%+3.8pp | 69.6%+16.1pp |
| Annual return | 3.78% | 24.19%-20.4pp | 151.10%-147.3pp | 31.72%-27.9pp |
| Employer contribution / active EE | $2,134 | $3,256-34.4% | $5,011-57.4% | $2,471-13.6% |
| Participant deferral / active EE | $4,689 | $3,236+44.9% | $5,202-9.9% | $3,740+25.4% |
| Admin fee / account holder | $175 | $6,749-97.4% | $13,986-98.8% | $5,306-96.7% |