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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 | $202,895 | $135,956+49.2% | $123,894+63.8% | $273,972-25.9% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 3.72% | 56.63%-52.9pp | 47.52%-43.8pp | 41.46%-37.7pp |
| Employer contribution / active EE | $15,000 | $5,170+190.2% | $4,617+224.9% | $4,869+208.1% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $183 | $9,817-98.1% | $8,357-97.8% | $10,133-98.2% |