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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 | $108,200 | $156,398-30.8% | $147,318-26.6% | $138,895-22.1% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 9.64% | 78.75%-69.1pp | 70.43%-60.8pp | 145.39%-135.8pp |
| Employer contribution / active EE | $1,913 | $4,853-60.6% | $4,593-58.3% | $4,194-54.4% |
| Participant deferral / active EE | $10,061 | $8,237+22.1% | $7,906+27.3% | $6,396+57.3% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |