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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 | $77,101 | $45,050+71.1% | $63,018+22.3% | $70,126+9.9% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 11.06% | 18.76%-7.7pp | 87.62%-76.6pp | 73.15%-62.1pp |
| Employer contribution / active EE | $4,069 | $2,052+98.3% | $2,761+47.4% | $2,343+73.7% |
| Participant deferral / active EE | $4,727 | $2,466+91.7% | $3,330+42.0% | $3,332+41.9% |
| Admin fee / account holder | $291 | $2,834-89.7% | $3,601-91.9% | $4,645-93.7% |