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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 | $162,136+37.4% | $152,301+46.2% | $154,746+43.9% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 10.25% | 91.02%-80.8pp | 80.50%-70.3pp | 172.34%-162.1pp |
| Employer contribution / active EE | $5,228 | $4,890+6.9% | $4,624+13.1% | $4,379+19.4% |
| Participant deferral / active EE | $11,978 | $8,341+43.6% | $8,004+49.7% | $6,730+78.0% |
| Admin fee / account holder | $256 | $15,759-98.4% | $14,398-98.2% | $14,365-98.2% |