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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 | $120,322 | $174,379-31.0% | $152,093-20.9% | $138,895-13.4% |
| Participation rate | 83.3% | 81.6%+1.7pp | 77.8%+5.6pp | 79.9%+3.4pp |
| Annual return | 10.59% | 74.86%-64.3pp | 66.36%-55.8pp | 145.39%-134.8pp |
| Employer contribution / active EE | $5,452 | $4,652+17.2% | $4,175+30.6% | $4,194+30.0% |
| Participant deferral / active EE | $14,825 | $6,159+140.7% | $5,451+171.9% | $6,396+131.8% |
| Admin fee / account holder | $20 | $16,880-99.9% | $14,497-99.9% | $12,562-99.8% |