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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 | $91,723 | $176,105-47.9% | $159,474-42.5% | $167,536-45.3% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 5.67% | 331.91%-326.2pp | 263.68%-258.0pp | 478.82%-473.1pp |
| Employer contribution / active EE | $20,883 | $5,299+294.1% | $4,831+332.3% | $4,839+331.5% |
| Participant deferral / active EE | $13,000 | $7,751+67.7% | $7,353+76.8% | $6,342+105.0% |
| Admin fee / account holder | $226 | $12,559-98.2% | $10,802-97.9% | $12,315-98.2% |