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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 | $135,683 | $76,371+77.7% | $93,621+44.9% | $72,975+85.9% |
| Participation rate | 71.9% | 71.8%+0.1pp | 75.8%-4.0pp | 69.5%+2.4pp |
| Annual return | 6.10% | 25.82%-19.7pp | 32.76%-26.7pp | 81.01%-74.9pp |
| Employer contribution / active EE | $1,291 | $2,276-43.3% | $2,719-52.5% | $2,440-47.1% |
| Participant deferral / active EE | $3,234 | $3,538-8.6% | $4,070-20.5% | $3,608-10.4% |
| Admin fee / account holder | $113 | $6,839-98.3% | $7,890-98.6% | $5,124-97.8% |