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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 | $172,966 | $56,287+207.3% | $80,977+113.6% | $62,881+175.1% |
| Participation rate | 98.0% | 68.9%+29.1pp | 75.8%+22.2pp | 69.3%+28.7pp |
| Annual return | 5.38% | 22.13%-16.8pp | 17.11%-11.7pp | 20.14%-14.8pp |
| Employer contribution / active EE | $15,976 | $1,943+722.3% | $3,715+330.1% | $2,281+600.4% |
| Participant deferral / active EE | $13,412 | $4,196+219.7% | $5,696+135.5% | $3,203+318.7% |
| Admin fee / account holder | $174 | $3,742-95.3% | $5,517-96.8% | $4,296-95.9% |