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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 | $132,010 | $209,422-37.0% | $178,503-26.0% | $158,982-17.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.74% | 188.81%-184.1pp | 151.12%-146.4pp | 302.99%-298.2pp |
| Employer contribution / active EE | $7,263 | $5,707+27.3% | $5,011+44.9% | $4,763+52.5% |
| Participant deferral / active EE | $8,667 | $5,955+45.5% | $5,202+66.6% | $5,983+44.8% |
| Admin fee / account holder | $20 | $17,079-99.9% | $13,987-99.9% | $11,252-99.8% |