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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 | $153,001 | $57,828+164.6% | $117,039+30.7% | $70,126+118.2% |
| Participation rate | 100.0% | 67.1%+32.9pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 11.51% | 17.55%-6.0pp | 18.95%-7.4pp | 73.15%-61.6pp |
| Employer contribution / active EE | $10,219 | $1,816+462.7% | $3,785+170.0% | $2,343+336.2% |
| Participant deferral / active EE | $6,850 | $2,438+181.0% | $3,929+74.3% | $3,332+105.6% |
| Admin fee / account holder | $232 | $3,548-93.5% | $5,974-96.1% | $4,645-95.0% |