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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 | $82,022 | $185,312-55.7% | $161,489-49.2% | $154,746-47.0% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 7.93% | 103.84%-95.9pp | 89.72%-81.8pp | 172.34%-164.4pp |
| Employer contribution / active EE | $4,091 | $4,769-14.2% | $4,268-4.2% | $4,379-6.6% |
| Participant deferral / active EE | $6,860 | $6,350+8.0% | $5,630+21.9% | $6,730+1.9% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |