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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 | $97,652 | $73,978+32.0% | $96,515+1.2% | $75,173+29.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 8.53% | 26.72%-18.2pp | 35.73%-27.2pp | 160.72%-152.2pp |
| Employer contribution / active EE | $11,583 | $2,931+295.2% | $3,740+209.7% | $2,671+333.7% |
| Participant deferral / active EE | $7,920 | $3,660+116.4% | $4,880+62.3% | $4,126+91.9% |
| Admin fee / account holder | $298 | $5,219-94.3% | $6,735-95.6% | $5,651-94.7% |