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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 | $105,914 | $75,541+40.2% | $152,093-30.4% | $82,637+28.2% |
| Participation rate | 73.8% | 66.5%+7.3pp | 77.8%-4.0pp | 68.1%+5.8pp |
| Annual return | 6.07% | 32.56%-26.5pp | 66.36%-60.3pp | 53.51%-47.4pp |
| Employer contribution / active EE | $6,217 | $2,622+137.1% | $4,175+48.9% | $2,552+143.6% |
| Participant deferral / active EE | $3,075 | $3,206-4.1% | $5,451-43.6% | $4,126-25.5% |
| Admin fee / account holder | $287 | $6,405-95.5% | $14,497-98.0% | $7,339-96.1% |