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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 | $136,859 | $124,346+10.1% | $111,308+23.0% | $167,536-18.3% |
| Participation rate | 85.7% | 79.6%+6.1pp | 77.3%+8.4pp | 82.1%+3.6pp |
| Annual return | 5.02% | 37.45%-32.4pp | 54.67%-49.6pp | 478.82%-473.8pp |
| Employer contribution / active EE | $1,696 | $3,437-50.7% | $2,732-37.9% | $4,839-65.0% |
| Participant deferral / active EE | $3,340 | $5,182-35.5% | $4,487-25.6% | $6,342-47.3% |
| Admin fee / account holder | $25 | $10,621-99.8% | $7,965-99.7% | $12,315-99.8% |