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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 | $68,895 | $63,365+8.7% | $91,994-25.1% | $72,976-5.6% |
| Participation rate | 92.9% | 72.5%+20.3pp | 78.6%+14.2pp | 69.5%+23.4pp |
| Annual return | 16.13% | 35.35%-19.2pp | 69.04%-52.9pp | 81.02%-64.9pp |
| Employer contribution / active EE | $2,550 | $2,116+20.5% | $3,453-26.1% | $2,440+4.5% |
| Participant deferral / active EE | $5,008 | $4,883+2.6% | $5,924-15.5% | $3,608+38.8% |
| Admin fee / account holder | $204 | $4,670-95.6% | $7,744-97.4% | $5,124-96.0% |