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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 | $222,724 | $154,228+44.4% | $145,433+53.1% | $137,256+62.3% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 10.25% | 74.59%-64.3pp | 66.58%-56.3pp | 220.34%-210.1pp |
| Employer contribution / active EE | $5,228 | $4,804+8.8% | $4,554+14.8% | $4,156+25.8% |
| Participant deferral / active EE | $11,978 | $8,216+45.8% | $7,897+51.7% | $6,407+87.0% |
| Admin fee / account holder | $256 | $14,344-98.2% | $13,129-98.1% | $12,270-97.9% |