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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 | $99,661 | $97,289+2.4% | $92,805+7.4% | $155,188-35.8% |
| Participation rate | 85.7% | 84.2%+1.5pp | 83.5%+2.2pp | 80.8%+4.9pp |
| Annual return | 10.38% | 29.03%-18.7pp | 31.59%-21.2pp | 148.84%-138.5pp |
| Employer contribution / active EE | $650 | $3,632-82.1% | $3,424-81.0% | $4,248-84.7% |
| Participant deferral / active EE | $4,016 | $8,795-54.3% | $8,448-52.5% | $6,531-38.5% |
| Admin fee / account holder | $0 | $12,015-100.0% | $10,911-100.0% | $14,480-100.0% |