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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 | $61,049 | $76,551-20.3% | $123,894-50.7% | $62,881-2.9% |
| Participation rate | 84.8% | 73.0%+11.9pp | 81.4%+3.4pp | 69.3%+15.5pp |
| Annual return | 5.81% | 18.68%-12.9pp | 47.52%-41.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $9,776 | $2,882+239.2% | $4,617+111.8% | $2,281+328.6% |
| Participant deferral / active EE | $7,738 | $4,840+59.9% | $5,984+29.3% | $3,203+141.6% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |