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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 | $102,793 | $93,598+9.8% | $135,974-24.4% | $75,173+36.7% |
| Participation rate | 92.9% | 75.2%+17.7pp | 81.9%+10.9pp | 67.2%+25.7pp |
| Annual return | 15.09% | 30.89%-15.8pp | 68.30%-53.2pp | 160.72%-145.6pp |
| Employer contribution / active EE | $3,175 | $3,538-10.3% | $4,859-34.7% | $2,671+18.9% |
| Participant deferral / active EE | $8,970 | $6,405+40.0% | $7,760+15.6% | $4,126+117.4% |
| Admin fee / account holder | $107 | $6,978-98.5% | $10,767-99.0% | $5,651-98.1% |