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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 | $172,185 | $176,077-2.2% | $159,455+8.0% | $167,518+2.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 7.01% | 331.83%-324.8pp | 263.63%-256.6pp | 478.71%-471.7pp |
| Employer contribution / active EE | $1,271 | $5,298-76.0% | $4,830-73.7% | $4,838-73.7% |
| Participant deferral / active EE | $5,596 | $7,751-27.8% | $7,353-23.9% | $6,342-11.8% |
| Admin fee / account holder | $277 | $12,556-97.8% | $10,800-97.4% | $12,312-97.8% |