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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 | $201,628 | $209,874-3.9% | $189,537+6.4% | $167,536+20.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 8.40% | 748.61%-740.2pp | 555.34%-546.9pp | 478.82%-470.4pp |
| Employer contribution / active EE | $5,000 | $6,913-27.7% | $6,161-18.8% | $4,839+3.3% |
| Participant deferral / active EE | $5,233 | $8,934-41.4% | $8,220-36.3% | $6,342-17.5% |
| Admin fee / account holder | $192 | $14,299-98.7% | $12,048-98.4% | $12,315-98.4% |