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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 | $72,197 | $156,398-53.8% | $147,318-51.0% | $138,895-48.0% |
| Participation rate | 72.2% | 83.8%-11.5pp | 82.1%-9.8pp | 79.9%-7.7pp |
| Annual return | 11.80% | 78.75%-66.9pp | 70.43%-58.6pp | 145.39%-133.6pp |
| Employer contribution / active EE | $4,122 | $4,853-15.1% | $4,593-10.3% | $4,194-1.7% |
| Participant deferral / active EE | $7,081 | $8,237-14.0% | $7,906-10.4% | $6,396+10.7% |
| Admin fee / account holder | $189 | $14,976-98.7% | $13,708-98.6% | $12,562-98.5% |