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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 | $134,465 | $70,486+90.8% | $100,535+33.7% | $79,856+68.4% |
| Participation rate | 77.8% | 73.6%+4.1pp | 79.4%-1.6pp | 69.6%+8.1pp |
| Annual return | 10.95% | 21.90%-11.0pp | 30.90%-20.0pp | 31.71%-20.8pp |
| Employer contribution / active EE | $1,130 | $2,165-47.8% | $3,419-67.0% | $2,471-54.3% |
| Participant deferral / active EE | $6,278 | $5,182+21.2% | $6,271+0.1% | $3,741+67.8% |
| Admin fee / account holder | $165 | $4,480-96.3% | $8,085-98.0% | $5,306-96.9% |