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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 | $126,166 | $93,598+34.8% | $135,974-7.2% | $75,173+67.8% |
| Participation rate | 74.3% | 75.2%-0.9pp | 81.9%-7.6pp | 67.2%+7.1pp |
| Annual return | 14.03% | 30.89%-16.9pp | 68.30%-54.3pp | 160.72%-146.7pp |
| Employer contribution / active EE | $1,321 | $3,538-62.7% | $4,859-72.8% | $2,671-50.5% |
| Participant deferral / active EE | $5,176 | $6,405-19.2% | $7,760-33.3% | $4,126+25.4% |
| Admin fee / account holder | $136 | $6,978-98.1% | $10,767-98.7% | $5,651-97.6% |