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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 | $141,681 | $78,428+80.7% | $95,960+47.6% | $79,852+77.4% |
| Participation rate | 96.6% | 73.5%+23.1pp | 77.1%+19.5pp | 69.6%+26.9pp |
| Annual return | 4.24% | 19.37%-15.1pp | 91.63%-87.4pp | 31.72%-27.5pp |
| Employer contribution / active EE | $4,874 | $1,945+150.5% | $2,541+91.8% | $2,471+97.2% |
| Participant deferral / active EE | $3,323 | $3,440-3.4% | $4,167-20.2% | $3,740-11.2% |
| Admin fee / account holder | $48 | $5,622-99.2% | $6,797-99.3% | $5,306-99.1% |