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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 | $193,139 | $154,228+25.2% | $145,433+32.8% | $137,256+40.7% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 5.26% | 74.59%-69.3pp | 66.58%-61.3pp | 220.34%-215.1pp |
| Employer contribution / active EE | $1,281 | $4,804-73.3% | $4,554-71.9% | $4,156-69.2% |
| Participant deferral / active EE | $3,923 | $8,216-52.3% | $7,897-50.3% | $6,407-38.8% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |