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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 | $184,385 | $138,386+33.2% | $184,260+0.1% | $80,935+127.8% |
| Participation rate | 88.9% | 83.9%+5.0pp | 86.8%+2.1pp | 67.7%+21.2pp |
| Annual return | 9.39% | 20.02%-10.6pp | 28.84%-19.4pp | 35.66%-26.3pp |
| Employer contribution / active EE | $4,043 | $4,851-16.7% | $6,427-37.1% | $2,757+46.6% |
| Participant deferral / active EE | $13,190 | $7,076+86.4% | $9,133+44.4% | $4,299+206.8% |
| Admin fee / account holder | $20 | $10,489-99.8% | $13,898-99.9% | $6,924-99.7% |